Andrew Katz-Moses, CFP® Katz-Moses Financial, LLC
- 420 Oneida Pl NW, Washington, DC 20011
- (408) 482-2502
- https://katzmosesfinancial.com/
About Andrew Katz-Moses, CFP®
Hi, I’m Andrew. I help educators and government employees make sense of their finances so they can focus on living life.
When I was a teacher and DCPS staff member, I signed up with one of the salespeople pushing expensive 403(b) plans. When I learned I was set up to pay hundreds of thousands of dollars in unnecessary fees over the course of my career, my outrage fueled a passion to help other educators.
Now I’m a CERTIFIED FINANCIAL PLANNER™ professional working with educators and city government employees in the DC area.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Educators, Teachers, and Academics
- Gen Y/Millennials
- Government Employees
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $200+/mo
- Quarterly Fee: $600+/qtr
- Flat Fee: $400+/engagement
- Hourly Fee: $200+/hr
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
