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KM

Kate Moss

Wealth Advisor and CERTIFIED FINANCIAL PLANNER ™ at Equanimity Wealth Management
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Experienced Wealth Advisor delivering personalized financial planning.
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Location
Okemos, Michigan, United States, US
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Bio

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Kate Moss is a seasoned Wealth Advisor with 22 years of experience in the financial industry, holding a CFP certification and serving clients through Equanimity Wealth Management.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
    CFP Board
    Aug, 2021
    - Apr, 2026

Experience

  • Equanimity Wealth Management
    • 4650 Moore St. Okemos, MI 48864
    • Wealth Advisor and CERTIFIED FINANCIAL PLANNER ™
      • Mar 2002 - Present
      • 4650 Moore St. Okemos, MI 48864

      Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above.) Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks LLC or CWM, LLC and have not been reviewed by Cetera Advisor Networks LLC or CWM, LLC as to accuracy or completeness.

Education

  • Michigan State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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