MICHAEL MOISES

Financial Advisor

CA Insurance License #0M40712

With over a decade of experience in the financial industry, Michael Moises is a trusted financial advisor associated with Capital Edge Financial. Specializing in wealth management, tax diversification, and protection-based planning, Michael is dedicated to helping clients achieve their financial goals and secure the futures they envision. Michael serves as a fiduciary in his investment advisory services. Fluent in both Spanish and English, he brings a global perspective and personalized approach to his practice. Outside of his professional life, Michael is a proud husband and father, committed to making a positive impact both in and out of the office. “I strive to put my clients in the position to live the types of lives they dream of”.