Allan has over 25 years of experience in the financial services industry. Allan is a retired Doctor of Chiropractic and holistic health care provider, was a pioneer and early adopter, using acupuncture, nutrition and herbs well before they were popular. Allan worked as a Doctor of Chiropractic in New Mexico from 1977 until 1997 when he moved to the Bay Area with his wife to specialize in Sustainable Responsible Stewardship and Impact Investing as a Certified Financial Planner.
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. So, we're still aligning people, just by focusing on your financial and overall health and to helping you make a difference with your money.
Our interest in sustainable responsible impact investing (SRI) started in the 60's realizing the power our investments can have to change the world. Ending Apartheid in South Africa was aided in large part by the SRI community and combined social justice divestment movement. September 2013 US-SIF The Impact of Sustainable and Responsible Investment report. So again pioneering in SRI before sustainability and green investing became buzzwords.
Allan was recipient of the "Keeper of the Flame" award from First Affirmative Financial Network in 2008-2009.
Starting to invest for my own retirement, friends started asking me for advice; plus health care changed significantly. Realizing how complex investing has become, and how critical the need for sound independent, and objective financial advice is, helped motivate me to study to become a CERTIFIED FINANCIAL PLANNER™ in 1992 and start helping others realize their financial goals and dreams while in alignment with their values.
Allan enjoys organic gardening, playing the blues harmonica, guitar, and mandolin. He also previously helped coordinate classes for at-risk youth in the Richmond area for Guitars Not Guns, and has offered pro-bono services for those who need a hand-up through the Financial Planning Association for many years.
Allan Moskowitz has earned the designations CERTIFIED FINANCIAL PLANNER, CFP®, licensee, and ACCREDITED INVESTMENT FIDUCIARY, AIF® , professional member of First Affirmative Financial Network (FAFN), member of the US-SIF-Social Investment Forum, and member of the Financial Planning Association (FPA)