Allan Moskowitz

CFP®, AIF

Transformative Wealth Management, LLC

CA Registered Investment Advisor

Allan Moskowitz

CFP®, AIF

Transformative Wealth Management, LLC

CA Registered Investment Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Allan Moskowitz, CFP®, AIF

510-524-5500

Fee-Only financial planner located in El Cerrito, CA, serving clients locally and across the country

Meet Allan Moskowitz

Allan has over 30 years of experience in the financial services industry, and has been interested in environmental and social justice since the beginning.  Allan, always a pioneer and early adopter, transitioned from the alternative medical field and moved to the Bay Area with his wife in 1997 to focus more on Sustainable Responsible Impact (SRI)/ESG Investing as a Certified Financial Planner well before SRI/ESG became popular.

You may think it's unusual to transition from health care to financial planning, but we see it as just another way to help you align your values with your financial and overall health, and to help you make a real difference with your money.

Our interest in Sustainable Responsible Impact (SRI) investing started in the 60's with the realization that the power our investments have to change the world. Ending Apartheid in South Africa was aided in large part by the SRI community collaborating with the social justice and divestment movement. At this time, we need to provide higher impact to reverse systemic racism, injustice, and environmental disruption.

Allan was recipient of the "Keeper of the Flame" award from First Affirmative Financial Network in 2008-2009.

Allan enjoys his family and friends, nature, the outdoors, organic gardening, playing music, and having a positive impact in the world that we all share. Allan previously taught and coordinated classes for at-risk youth in the Richmond area for Guitars Not Guns, and has offered pro-bono financial planning through the Financial Planning Association for many years.

Allan has earned the designations CERTIFIED FINANCIAL PLANNER, CFP®, licensee, and ACCREDITED INVESTMENT FIDUCIARY, AIF® , is a professional member of First Affirmative Financial Network (FAFN), member of the US-SIF-Social Investment Forum, National Association of Personal Financial Advisors (NAPFA) and member of the Financial Planning Association (FPA).

Allan Moskowitz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Allan Moskowitz is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Allan Moskowitz

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 6317 Fairmount Ave
    El Cerrito, CA 94530

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser