Are You A Pro? Join For Free

Stephen Moses, CDFA

Financial Planning

Contact Information:

Newport Beach, CA 92660
United States

Years in Business:



Clients I'm Seeking:


I am looking to meet those who are thinking about, going through, or have just finished a divorce. I do financial planning and financial education for those going through a life transition - death, divorce, or job change.

About My Business:


Stephen Moses, CRPC / CDFA, is a wealth manager in Orange County, California. Steve brings his integrity, credibility, and trustworthiness to Merrill Lynch’s Global Wealth Management group. Prior to joining Merrill Lynch, he applied his love of fine art and his entrepreneurial passions as the CEO of ( A proud graduate of USC, he is also a past president of a regional USC alumni club; he is proud supporter of all things Trojan. He founded several organizations including SCVN, OCMD (now DeviceAlliance), OCHBC (now OC Hiking), OCTP, and CFO2CFO. Steve is a proud supporter of the Surfrider Foundation. He is in the water weekly and loves to share the experience through teaching others how to surf. Steve surfs most every Saturday (ask him a free lesson) and hikes most every Sunday with CCC ( CRPC® is a registered service mark of the College for Financial Planning. Certified Divorce Financial Analyst® and CDFA™ are trademarks of the Institute for Divorce Financial Analyst™ (IDFA™).

Years in business:
Member since:
Clients I'm looking for: