Matthew Moser, CFP®
Assistant Vice President
As an advisor in our New York City office, Matt assists 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.
Prior to joining Wealthspire, Matt worked as a Client Service Associate for Edelman Financial Engines, helping service clients’ investment accounts and financial plans.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
