Certified Financial Planner™, Accredited Investment Fiduciary™
Affirmative Wealth Advisors
We provide for you:
Allan's interest in socially responsible investing (SRI) began when investing for his retirement in alignment with his social activist values back in the 60s starting with the Anti-Apartheid Movement. Allan has been a Certified Financial Planner™ certificant since 1993.
Our focus is to help make your lives less stressful and as easy as possible, especially when it comes to your finances. We work together to help clarify your needs and goals. Then we develop a personalized financial plan to help you attain your goals and dreams. Financial planning is a long-term professional relationship. Therefore we continually monitor and report on your financial progress and make periodic adjustments along the way. We strongly believe in educating you, so you can make wiser financial decisions.
Fee-Only Investment Advisory Services Transformative Wealth Management, LLC CA Independent Registered Investment Advisor, IARD# 283660
Allan W. Moskowitz subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. Allan is not an investment advisory representative of First Affirmative.
Transformative Wealth Management, LLC is a Registered Investment Advisor with the SEC.
First Affirmative Financial Network is an Registered Investment Advisor (SEC File #801-56587).
The credentials CFP® and AIF® listed above bear trademarks.
©2018 Folio Financial, Inc. All rights reserved. Discretionary investment advisory and model management services are provided by First Affirmative Financial Network, LLC, a registered investment advisor (SEC# 801-56587) that specializes in sustainable, responsible, impact investing.