Scott Moser

Directeur Général chez Moser Wealth Advisors LLC

Profil

Mr. Matthew S.
Moser, CPA, is a Founder at Moser Wealth Advisors LLC.
Mr. Moser is also a Leader of Moser Wealth Advisors and Moser & Company CPA's which serve as a platform for delivering sophisticated financial planning and tax services to high net worth individuals, families and business owners.
In order to help clients achieve superior results, he leverages deep industry expertise combined with a unique understanding of the complex interplay between wealth accumulation strategies and their potential tax implications across business, investment and estate planning concepts.
He focuses on developing customized, turn-key family wealth solutions, allowing small business owners and executives to devote more time towards their highest priorities.
He has over 30 years of public accounting experience and has over 20 year investment management track record.
Mr. Moser has served on the boards of local companies and non-profit organizations.
He holds a BS Accounting from Central Washington University in 1984 and MS Taxation from Golden Gate University in 1991.
Mr. Moser is a Certified Personal Financial Specialist, Certified Public Accountant in Washington State in 1985, Registered Investment Advisor Representative in Washington State in 1998 and is a Member of American Institute of Certified Public Accountants (AICPA), Washington Society of Certified Public Accountants (WSCPA), Personal Financial Planning Committee and National Association of Personal Financial Advisors (NAPFA).

Postes actifs de Scott Moser

Sociétés	Poste	Début
Moser Wealth Advisors LLC	Directeur Général	01/01/1998

Formation de Scott Moser

Central Washington University	Undergraduate Degree
Golden Gate University	Graduate Degree