Andrew Katz-Moses, CFP® Katz-Moses Financial, LLC
- 420 Oneida Pl NW, Washington, DC 20011
- (408) 482-2502
- naqerj@xngmzbfrfsvanapvny.pbz
- 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.
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%
