Michael W. Moon CFP®, CRPC®
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 successful 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 all 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.