Matthew Moser

Advisor Associate

As an advisor associate in one of our New York City offices, Matt works directly with advisors to assist with the wealth management and financial planning needs of clients. He is responsible for providing support to advisors, including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.

Prior to joining Wealthspire, Matt worked as a Client Service Associate for Edelman Financial Engines, helping service clients’ investment accounts and financial plans. He is currently enrolled in a CERTIFIED FINANCIAL PLANNER™ course and plans to take the exam in November 2022.

Matt grew up in Kings Park, New York on Long Island, and currently resides in Astoria, Queens with his wife, Magen, and their Havanese, Jet. He loves watching and playing all sports, is a die-hard New York Jets and Knicks fan, and loves to travel.

Previous Experience

  • Client Service Associate at Edelman Financial Engines

Education & Credentials

  • BS, University of Delaware, Financial Planning & Wealth Management

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.