Larry Moskat is a CERTIFIED FINANCIAL PLANNER™ who specializes in helping clients manage their financial health during emotionally stressful times. With 30 years of experience in financial planning and money management here in Arizona coupled with a graduate degree in Clinical Psychology, Mr. Moskat has developed the keen understanding that our need for financial health is part of our basic human need to feel… safe. The safety of maintaining our home for our family, the safety of securing healthcare for a loved one, the safety of providing sustained income in retirement are just a few reasons why financial health is emotionally necessary. His education in both psychology and finance plays a key role in making him your best partner during trying times.
Originally from Pennsylvania, Larry Moskat moved to Arizona in 1975 and quickly knew that he wanted to become a part of the community. So, in addition to raising his two daughters with his wife, and working with individual clients on integrating their financial and emotional well-being, he has extensive community involvement in crisis money management. Through working with the International Association for Financial Planning, the National Association for Senior Friends, Outstanding Young Men of America, and the Mental Health Association for Maricopa County Board of Directors, Mr. Moskat has more than become a contributing member of the Valley of the Sun.
Larry is also a member of the The Professional Advisory Team for the 100 Club. (P.A.T. Team) is a group of dedicated professionals assembled to assist families of those in public safety throughout the State of Arizona who experience a death, terminal illness or permanent disability. The P.A.T. team can provide to the requesting families, without charge or obligation, guidance in addressing financial, legal, tax, estate matters, educational needs, possible job training, grief or stress counseling, and any other matter of importance or concern.
Professional Certifications & Licenses
•Board Certified as a Financial Planner
by the Certified Financial Planner Board of Standards-CFP License #14179
•Managing Member-Retirement Income and
Inheritance Advisors, LLC—A Registered Investment Advisor-IARD #149560
•FINRA Securities Licensed (Series7,63)—1983-2009
•Series 65—Investment Advisor Licensed
•Insurance Licensed in Life, Health,& Disability, Annuities and Long Term Care AZ License #590249
His role on your team will be to:
- Listen to your concerns and needs
- Analyzes income, assets, and liabilities
- Work together with you to create a customized financial plan
- Help you understand and implement this new Strategy
- Guide you through the ongoing process of review of the Strategy
- Adjust and be sensitive to your concerns and needs as they change
Jessica James has been a Client Relations Manager for over 18 years. Her expertise is in being an advocate for clients by translating their needs and concerns into measurable financial actions. Having experience working for the financial giant, Citigroup, she understands the complexities of high finance yet she has skillfully honed her management style to embrace the straightforward needs of the common Person. She is able to communicate complex strategies into language we can all understand and she focuses, first, on making your financial process calm, simple and stress-free.
Having moved to Arizona from Michigan as a child, Ms. James has now made Scottsdale her home with her two beautiful children and her husband Jason. She is active in the community and works with other parents to help educate children at a young age about financial responsibility.
Her role on your team will be to:
- Listen to your needs and concerns
- Help integrate your emotional and financial needs by creating measurable expectations
- Assist in gathering and organizing your resources, assets and liabilities
- Manage all correspondence and processing of your financial plan
- Assist in the process of reviewing your plan with you
- Communicate as your first point of contact on the team and at times act as your liaison with outside organizations
- Help manage the emotional elements surrounding your concerns