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 |
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Moser Wealth Advisors LLC
Moser Wealth Advisors LLC Investment ManagersFinance Moser Wealth Advisors LLC (MWA) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Bellevue, Washington. The firm was founded in 1998 as Century Capital LLC and changed their business name to Moser Wealth Advisors in 2012. MWA offers comprehensive financial planning solutions that incorporate sophisticated tax and investment advice to high net worth individuals, families and business owners. | Directeur Général | 01/01/1998 |
Formation de Scott Moser
Central Washington University | Undergraduate Degree |
Golden Gate University | Graduate Degree |
Expériences
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Entreprise privées | 1 |
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Moser Wealth Advisors LLC
Moser Wealth Advisors LLC Investment ManagersFinance Moser Wealth Advisors LLC (MWA) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Bellevue, Washington. The firm was founded in 1998 as Century Capital LLC and changed their business name to Moser Wealth Advisors in 2012. MWA offers comprehensive financial planning solutions that incorporate sophisticated tax and investment advice to high net worth individuals, families and business owners. | Finance |