Contact us: 510-215-6700 or amoskowitz@protectedinvestors.comor 877-322-0772
Affiliates
Protected Investors of America
Our Federally Registered Investment Advisor
Allan Moskowitz is an Investment Advisory Associate
James Hansen is an assistant to Allan Moskowitz
Our Federally Registered Investment Advisor
Allan Moskowitz is an Investment Advisory Associate
James Hansen is an assistant to Allan Moskowitz
First Affirmative Financial Network
A nationwide network of investment advisors specializing in serving socially-conscious investors
Allan Moskowitz is a professional member of First Affirmative
First Affirmative is not affiliated with or a subsidiary of Protected Investors of America
A nationwide network of investment advisors specializing in serving socially-conscious investors
Allan Moskowitz is a professional member of First Affirmative
First Affirmative is not affiliated with or a subsidiary of Protected Investors of America
Financial Planning Association
The leadership and advocacy organization representing the financial planning community
Allan Moskowitz and James Hansen are active members of the FPA at the local level in the pro-bono public outreach committee offering financial planning resources to the underserved and underprivileged members of our community
The FPA is not affiliated or a subsidiary of Protected Investors of America
The leadership and advocacy organization representing the financial planning community
Allan Moskowitz and James Hansen are active members of the FPA at the local level in the pro-bono public outreach committee offering financial planning resources to the underserved and underprivileged members of our community
The FPA is not affiliated or a subsidiary of Protected Investors of America
Green America
A not-for-profit membership organization that works in conjunction with the Social Investment Forum to harness economic power to create a socially just and environmentally sustainable society
Allan Moskowitz is a member of Green America and the Social Investment Forum
Green America and the Social Investment Forum are not affiliated with or subsidiaries of Protected Investors of America
A not-for-profit membership organization that works in conjunction with the Social Investment Forum to harness economic power to create a socially just and environmentally sustainable society
Allan Moskowitz is a member of Green America and the Social Investment Forum
Green America and the Social Investment Forum are not affiliated with or subsidiaries of Protected Investors of America
Advisory services and investments offered through Protected Investors of America, a Federally Registered Investment Advisor with the Securities and Exchange Commission (SEC). Progressive Wealth Management and First Affirmative Financial Network are not affilitates or subsidiaries of Protected Investors of America.
