| It's not about us. It's really about you and your partnership with us to help you preserve and promote what you love, cherish and value in life. It's about more than money! |
Do well and do good with Socially Responsible, Sustainable, and Green Investing and Holistic Financial Planning
Providing independent, objective, and fee-only ethical financial services and advice since 1988.
We offer customized service, while partnering and maintaining strategic relationships with the best national and local experts in the field for your benefit.
Allan Moskowitz has earned the designations CERTIFIED FINANCIAL PLANNER, CFP(R), licensee, and ACCREDITED INVESTMENT FIDUCIARY, AIF(R)
Contact us: 510-215-6700 or amoskowitz@protectedinvestors.com or 877-322-0772
Allan W. Moskowitz, CFP(R), AIF(R)
Allan enjoying 2 of his 5 Grandchildren
I love helping people add meaning to their lives by showing them how their money choices can make positive change in the world, both locally and globally. What kind of world do we want to leave for our children and their children? We must look ahead at the bigger picture on how we can improve the world. In Hebrew we have a term, called "Tikkun Olam", which means to heal the world. I believe that in our world, money has tremendous power to do good, and that we can choose to use our money as an extension of ourselves and to help heal the world. The best way I know of to accomplish this is by using Socially Responsible Investing or SRI as a vehicle for positive social and environmental change. It is more important now than ever, and SRI is one of the few most powerful ways we can make a difference. Money talks. We can either be part of the problem or be part of the solution. Which do you want to be?
As a former chiropractor and holistic health care provider, I was somewhat of a pioneer, in that I used acupuncture, nutrition and herbs well before they became popular. I worked as a Doctor of Chiropractic in New Mexico from 1977 until 1997. In 1997 I moved to the Bay Area to specialize in Socially Responsible Investing and work full-time as a financial planner. Some think it's unusual to transition from health care to financial planning, but I look at it as just another way to help align you, and your values with your investments.
My interest in socially responsible investing (SRI) started when I became a social activist in the 60's, and I realized how much power our investments can have to change the world. We ended apartheid in South Africa partly by financial and social action through divestment. So, again maybe a little ahead of my time, being interested in SRI before it became mainstream and before sustainability and green became buzzwords.
When I started investing for myself, friends started asking me for advice. Realizing how complex investing has become and the critical need for sound and objective professional advice, I became interested in learning how to help others with their financial questions and how best to provide solutions for their problems. I started in the insurance industry in 1988 and became a financial advisor in 1991, obtained my credentials as a CERTIFIED FINANCIAL PLANNER™ Practitioner or CFP(R) in 1993, and in 1997 moved to the Bay Area, so I could focus more on values-based investing. In 2008 I joined the independent firm Protected Investors of America, which is a federally registered investment adviser ("RIA") with the SEC, so I could provide clients nationwide with the best services and resources possible and with the freedom and support necessary to be able to do so.
James Hansen is a candidate for the CFP designation and has worked on and off in the financial field for over 10 years. Jim is an assistant to Allan.
Allan is an Investment Advisory Associates and with Protected Investors of America, a federally Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC).
As a former chiropractor and holistic health care provider, I was somewhat of a pioneer, in that I used acupuncture, nutrition and herbs well before they became popular. I worked as a Doctor of Chiropractic in New Mexico from 1977 until 1997. In 1997 I moved to the Bay Area to specialize in Socially Responsible Investing and work full-time as a financial planner. Some think it's unusual to transition from health care to financial planning, but I look at it as just another way to help align you, and your values with your investments.
My interest in socially responsible investing (SRI) started when I became a social activist in the 60's, and I realized how much power our investments can have to change the world. We ended apartheid in South Africa partly by financial and social action through divestment. So, again maybe a little ahead of my time, being interested in SRI before it became mainstream and before sustainability and green became buzzwords.
When I started investing for myself, friends started asking me for advice. Realizing how complex investing has become and the critical need for sound and objective professional advice, I became interested in learning how to help others with their financial questions and how best to provide solutions for their problems. I started in the insurance industry in 1988 and became a financial advisor in 1991, obtained my credentials as a CERTIFIED FINANCIAL PLANNER™ Practitioner or CFP(R) in 1993, and in 1997 moved to the Bay Area, so I could focus more on values-based investing. In 2008 I joined the independent firm Protected Investors of America, which is a federally registered investment adviser ("RIA") with the SEC, so I could provide clients nationwide with the best services and resources possible and with the freedom and support necessary to be able to do so.
James Hansen is a candidate for the CFP designation and has worked on and off in the financial field for over 10 years. Jim is an assistant to Allan.
Allan is an Investment Advisory Associates and with Protected Investors of America, a federally Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC).
Advisory services offered through Protected Investors of America, a Federally Registered Investment Advisor with the (SEC). Progressive Wealth Management and First Affirmative Financial Network are not affilitates or subsidiaries of Protected Investors of America.
