Specialty:

With more than 35 years of experience in financial and investment planning, Allan Moskowitz brings seasoned insight with a forward-thinking mindset. As a Certified Financial Planner™ professional, he delivers thoughtful, personalized strategies designed around what matters most to each client — their goals, values, and long-term impact. As an Accredited Investment Fiduciary® designee, Allan manages investment processes under a clearly defined fiduciary standard of care — putting clients’ interests first, always. His approach blends technical expertise with transparency, accountability, and a deep commitment to helping individuals and families make confident, responsible financial decisions.

SRI and ESG Financial Services –
Transformative Wealth Management is a boutique, independent, fee-only financial
planning firm specializing in Sustainable, Responsible, and Impact Investing. We don’t
sell products. We don’t earn commissions. We sit on the same side of the table as you —
serving as a fiduciary with 100% loyalty to your best interests.
Our work is about alignment: aligning your money with your values, your goals, and the
future you want to help create.
As comprehensive financial planners, we help you bring all the moving pieces of your
financial life into one clear, coordinated strategy. From investment management and
retirement planning to tax strategy, estate planning, and insurance review, we design
thoughtful, integrated plans that support both financial strength and positive impact.

Professional Focus and Services:

• Comprehensive Financial Planning
• Socially Responsible Investing
• Retirement strategies
• College Planning
• Estate conservation
• Insurance and annuity products
• Risk Evaluation
• Tax management
• Investment management

Initial consultations are complimentary.

Professional Affiliations:

• First Affirmative Financial Network, LLC, Network Member
• Social Investment Forum
• Green America
• Financial Planning Association
• NAPFA – The National Association of Personal Financial Advisors
• The Sustainable Investment Forum –
• FAFN – First Affirmative Financial Network
• US SIF – US Sustainable Investment Forum

Education and Experience:

Allan’s passion for socially responsible investing began in the 1960s, sparked by a belief
that capital has the power to create meaningful change. Inspired by global movements
such as the divestment campaign against Apartheid, he recognized early on that where we
invest can help shape the world we live in.
Today, Allan continues to champion investments as a force for racial equity, social
progress, and environmental stewardship. His work reflects a lifelong commitment to
aligning financial strategies with deeply held values — proving that strong returns and
positive impact can go hand in hand.
In recognition of his leadership in impact-focused finance, Allan received the “Keeper of
the Flame” Award from First Affirmative Financial Network in 2008–2009, honoring his
enduring dedication to advancing positive change through investing.

Community Involvement:

Deeply rooted in community, Allan dedicates his time and energy to causes that strengthen
and uplift others. He has mentored at-risk youth through Guitars Not Guns, using music as a
tool for confidence and connection, and has provided pro-bono financial planning services
through the Financial Planning Association to expand access to trusted guidance

Personal Message:

Outside of his professional and volunteer work, Allan enjoys time with his family — including
five grandchildren and several great-grandchildren — as well as spending time in nature,
tending his organic garden, and playing music.

Disclaimer:

He holds the CERTIFIED FINANCIAL PLANNER® and ACCREDITED INVESTMENT FIDUCIARY®
designations and is a member of FAFN, US SIF: The Sustainable Investment Forum, NAPFA,
and the Financial Planning Association