Welcome to Easy Financial Planning: The Easy-to-Read Money Guide to Achieving Total Financial Security. With over 10 years of experience, Moshe Alpert has released a book distilled from his meetings with thousands of individuals, families, and businesses. In a market flooded with financial literature, Moshe aims to cut through the jargon and provide a straightforward, actionable guide. This book is designed to be easy to understand, empowering readers with the clarity and knowledge they need to take decisive action and plan effectively. Its brevity ensures that you gain valuable insights quickly and effortlessly. After reading this book, you'll be well on your way to achieving total financial security.
About the Author
Moshe Alpert began his career in the financial industry in October of 2014. He has since met with thousands of individuals, families, and businesses within the Orthodox Jewish community to provide expert financial planning services. A graduate of Lander College for Men with a degree in finance, Moshe's journey in financial planning started at Northwestern Mutual, a Fortune 100 firm based in Milwaukee, Wisconsin. He later established his own branch of Northwestern Mutual, Ceremian Financial, solidifying his reputation as a trusted advisor.
Holding numerous professional designations, including the prestigious Certified Financial Planner™ (CFP®) certification, Moshe is dedicated to helping his clients navigate the unique financial challenges they face. His deep understanding of the frum community's specific needs and his wealth of experience make him a sought-after resource for sound financial guidance.
Moshe can be reached at moshe.alpert@nm.com, and he provides free initial consultations.
