Allan W Moskowitz, CFP, AIF
Transformative Wealth Management, LLC
Allan is a Certified Financial Planner (CFP), licensee since 1993 and is an Accredited Investment Fiduciary (AIF), member of the Financial Planning Association (FPA), Social Investment Forum (US-SIF) and professional member of First Affirmative Financial Network (FAFN), and Green America, and Principal of Transformative Wealth Management, LLC, an independent fee-only CA Registered Investment Advisor (RIA) firm, in El Cerrito, CA in the Bay Area near San Francisco.
Allan has been involved in the SRI community for over 25 years and has been an environmental and social activist since the 1960’s and has been deeply committed to Socially Responsible Investing (SRI) since the fall of apartheid’s due in large part to the divestment campaign. Allan enjoys music, gardening, hiking, travel, and enjoying the natural world with his wife Cheryl. He also has 2 grown children and 5 grandchildren.
Allan volunteers for pro-bono financial planning for the East Bay FPA and works to help end poverty and homelessness in the Bay Area.
Allan received his BS in Human Biology and DC degrees from Logan College in St. Louis, MO
Transformative Wealth Management was the first financial certified green business in the Bay Area, and winner of the Small Business Climate Leader award from the State of CA Air Quality Board and showcasing of how to transition to reduce our carbon footprint with clean renewable energy in a cost-effective manner.
Transformative Wealth Management, LLC-a fee-only independent CA Registered Investment Advisor, IARD # 283660
6317 Fairmount Aveue
El Cerrito, CA 94530
When you work with one of our Impact Financial Planning Firms, you are working with a fee-only (fiduciary) financial advisor who specializes in Sustainable, Responsible, Impact Investing.