Individuals
We're available to expand your financial literacy to gain a deeper understanding of financial concepts with personalized education sessions.
Families
We work with you and your family to build an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.
Business Owners
Navigate the unique financial challenges and opportunities of owning a small business with personalized financial guidance.
Goals-based Planning
We look for strategies to make your money better fit your lifestyle goals, whatever they may be.
Investment Strategies
Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.
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.
Tax Planning
Managing your money involves more than simply making and following a budget.
Estate Planning
It’s never too early to start thinking about your legacy and protect your loved ones.
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.
Cultivated For You
Helpful Content
Curated articles, videos, and more, for a financially savvier you.
A Bucket Plan to Go with Your Bucket List
