Drew Moss, CFP® – Team Leader
Drew and his team at the Executive Wealth Planning Group specialize in working with senior executives and professionals. His client list includes senior executives and professionals at many of the most successful Law Firms and Fortune 500 companies. Click this link to see a sample of companies and Firms where Drew has clients.
Drew has more than fifteen years of financial training which began after earning his B.S. in Finance with a Minor in American Literature from Lehigh University. Prior to starting his Financial Planning practice, Drew was a Business Planner and Credit Analyst with AT&T Capital Corporation. Drew was awarded the Certified Financial Planner (CFP) designation in 1994 and began his practice in 1995. In 2005, Drew earned the CLTC (Certification in Long Term Care) designation in an effort to better advise his clients and their parents in dealing with eldercare and illness planning issues.
Drew is married, has two daughters and resides in Hoboken, NJ.
4 Campus Drive | Parsippany, NJ 07054 | Telephone: 973.285.3600 Ext. 359
