Broker Check

Independent Fiduciary Investment Advice

No two investors are the same. With independent and tailored advice, you can better navigate financial decisions with confidence, knowing that your advisor is working in your best interest.

Schedule a Call

What We Do
Help You Reach Your Personal and Financial Goals

Whether you’re a new investor, preparing for retirement, or creating your legacy, you deserve to work with mission-driven financial professionals. We couldn’t be more honored to serve clients who have entrusted us with their assets, their confidence, and their financial futures.

Start Building Your Roadmap

Who We Help
Crafting Paths to Fulfillment
for Families and Individuals

Clients from all walks of life rely on our perspective and service. We’re always listening and learning, and we couldn’t be more grateful to share our knowledge with our clients. Click the links below to learn more about our services that we offer to help families, individuals, and business owners.

Individuals

Individuals

We're available to expand your financial literacy to gain a deeper understanding of financial concepts with personalized education sessions.

Learn more
Families

Families

We work with you and your family to build an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

Learn more
Business Owners

Business Owners

Navigate the unique financial challenges and opportunities of owning a small business with personalized financial guidance.

Learn more

How We Help
Creating Opportunities and Achieving Goals

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Goals-based Planning

Goals-based Planning

We look for strategies to make your money better fit your lifestyle goals, whatever they may be.

Learn more
Investment Strategies

Investment Strategies

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

Learn more
Retirement

Retirement

Are you retirement-ready? If not, now is the time to determine if you’re on a financial track to pursue your retirement goals.

Learn more
Tax Planning

Tax Planning

Managing your money involves more than simply making and following a budget.

Learn more
Estate Planning

Estate Planning

It’s never too early to start thinking about your legacy and protect your loved ones.

Learn more

Who We Are
We are dedicated to helping you navigate the complex world of finance.

As a financial advisor, I strive to offer you the highest quality services possible and continually look for ways to improve and enrich my financial offerings. I’m excited to announce that I have formed Mooshi Wealth Planning & Management, associated with Kestra Private Wealth Services (Kestra PWS), and Fidelity Institutional Clearing and Custody Platform.

My relationship with Kestra PWS and Fidelity provides me with the flexibility and resources to deliver premier service solutions to all of my clients. With this new association, Mooshi Wealth Planning & Management can further provide a wide range of investment resources, technology, and an enhanced commitment to serving you.

Our Process
Let’s Build Confidence In
Your Investment Approach

Build a Plan

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

Present Plan

Our team will present financial strategies designed to match your investor profile.

Optimize Plan

Life changes? Market volatility? Let us manage the bumps in the road.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Cultivated For You
Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Learn more
Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn More
Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
Learn More

Contact Us
Let Us Know How
We Can Help You Today

The best way to get started is with a short introductory phone call with no cost or obligation to you. Are you interested in setting one up? Let us know how to reach you, and we’ll connect soon.

Thank you!
Oops!

Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.
Thank you! Oops!