WHEN IT STARTED FOR ME
When I was 10 years old, my parents, along with friends and family, formed a stock club to pool their money and make investments. I remember sitting in their meetings listening to their excitement about investing. This motivated me to make my first investments when I was in high school. I still own the first share of stock that I purchased.
My high school sweetheart's father was a financial advisor, and he was the happiest professional I knew. He said it was because he was making a positive difference in people's lives. As an Edward Jones financial advisor, I am fortunate to make a positive difference in people's lives.
I do this by understanding what is important to you, building personalized tailored strategies to help you achieve your goals and partnering with you for the rest of your life to help keep you on track.
FOR YOU IT STARTS WITH TODAY
Understanding where you are today and where you would like to be are the first steps in my discovery process. It’s important to invest my time in understanding what you’re working toward and the level of risk you're comfortable accepting when investing. Then, I determine if you are on track to achieving your goals or if there are gaps that may prevent you from getting there. The next steps are implementing a personalized strategy to help achieve your financial goals and ongoing monitoring to help keep you on track.
Thousands of experienced professionals and advanced technology support me to help ensure you receive the most current and comprehensive guidance.
I moved to the East Bay in 1985 after completing my undergraduate studies at the University of Michigan (Go Blue!) and my MBA at the University of Wisconsin.
I enjoy spending time with my two children, hiking with my dogs, watching baseball and seeing live music.
I look forward to showing you the value I add in helping you prepare for retirement, live in retirement, pay for education and prepare for the unexpected.
- Retirement Savings Strategies
- Portfolio Reviews
- College Savings
- Socially Conscious Investing
- New Investors
- Employee Stock Options
Phone NumberDoug Moss at (925) 906-9395
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