David Moser, CFP®

David Moser is a Wealth Advisor in Minneapolis who is passionate about helping individuals and families make informed financial decisions with clarity and purpose. Known for his thoughtful and analytical approach, David believes that the most effective financial strategies begin with understanding what matters most to each client and then building a plan designed to support those goals.

David joined the Minneapolis team in 2015 after working as a securities trader at a Twin Cities financial firm. He has been in the financial services industry since 2010 and spent many of his early years with the firm’s Advanced Planning Group, where he developed comprehensive wealth management strategies for client families. That foundation continues to shape his work today. David approaches financial planning with a disciplined mindset, ensuring that every recommendation is grounded in a well-crafted plan and aligned with each client’s unique objectives.

Whether helping clients prepare for retirement, navigate complex financial decisions, or create long-term strategies for their families, David is committed to delivering advice that is both practical and personalized. He enjoys simplifying complex financial concepts and helping clients feel confident about their financial future.

David is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Investment Management Analyst® (CIMA®) designation. He earned a Bachelor of Arts in Business Administration with a concentration in Financial Management from the University of St. Thomas.