Alex J. Moss, CFP®

Planning Associate

980 701-2304
980 701-2305

 

My NET WORTHWHILE is continually challenging myself to learn.

With an innate gift of discernment, Alex helps clients carve through the clutter of complex financial matters to build clarity and financial peace of mind. Serving as a Planning Associate out of SignatureFD’s Charlotte office, Alex also pursues his passion of helping others by supporting the SignatureGENEROSITY team.

After graduating summa cum laude in Finance from the University of North Carolina at Charlotte, Alex began his financial services career as a financial advisor in the insurance and banking industries. During this time, he completed his postgraduate study at Bryant University to obtain his Certificate in Financial Planning to proceed with his studies in the CFP® Program. He is now a CFP® Practitioner and a member of the Charlotte Estate Planning Council. Alex works out

At Mecklenburg Community Church, where Alex is a member and active attendant, he leads the finance team within the Meck Institute. The Institute is an arm of the church that operates as a community college. The coursework is designed to help attendees of Meck and the broader community focus on biblical truths and personal spiritual growth. He is a volunteer teacher, mentor, and content creator.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.