Matthew Moses, CFP®

Matthew Moses, CFP® has been serv­ing high net worth clients since obtain­ing a bachelor’s degree in finance with a focus on per­sonal finan­cial plan­ning. Prior to earn­ing his Cer­ti­fied Finan­cial Plan­ner® cer­ti­fi­ca­tion he sup­ported the advi­sors at Tisch Invest­ment Advi­sory by prepar­ing finan­cial plans and rebal­anc­ing client port­fo­lios. As a finan­cial plan­ner at Plante Moran Finan­cial Advi­sors, Matt  built holis­tic per­sonal rela­tion­ships with his clients, pro­vid­ing advice related to their invest­ment port­fo­lio, estate plan, income tax sit­u­a­tion and other per­sonal finan­cial needs. He enjoys main­tain­ing reg­u­lar client con­tact, whether in the form of an eco­nomic sum­mary or an update on a client’s portfolio.

Edu­ca­tion

• Bach­e­lor of Busi­ness Admin­is­tra­tion, West­ern Michi­gan University

Cer­ti­fi­ca­tions

• Cer­ti­fied Finan­cial Plan­ner®
• Mem­ber, Finan­cial Plan­ning Association