Andrew Katz-Moses, CFP® Katz-Moses Financial, LLC

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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.

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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

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