Michael W. Moon CFP®, CRPC™
Partner, Private Wealth Advisor - San Diego, CA
Michael W. Moon, following in the footsteps of his father, joined the financial services profession in 1982 and has spent the past 30-plus years building a family-centered financial planning practice for affluent individuals, business owners, and their families. He uses a team approach to providing highly customized, confidential, and personal service to clients as they prepare for major life milestones and plan for retirement years. His team helps clients plan for various phases of life, with special focus on the implementation of retirement income distribution strategies. Michael is a fourth generation Californian.
In Michael’s free time he enjoys spending time with his 3 granddaughters, surfing, snowboarding and playing guitar.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks of The College for Financial Planning Institutes Corp. in the United States.