John Moynihan (CFP®)
John Moynihan focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- AUM
- Baby Boomers
- Business Owners
- College/Education Planning
- Corporate Executives
- Entrepreneurs
Planning Specialties
- Comprehensive financial planning
- Investment portfolio management
- Investment advisory services
- Insurance planning
- Retirement planning
- College planning
Additional Information
At Waterstone Wealth Advisors we are committed to enriching the lives of our clients by providing stewardship for their wealth in all of its dimensions. By partnering to build and maintain a holistic financial environment Waterstone clients are better able to fully enjoy each aspect of their wealth. We strive to provide the understanding and empowerment that comes from working with a trusted advisor.NAPFA Start Date
March 30, 2009
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.