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Drew Moss, CFP®










Executive Wealth Planning Group
4 Campus Drive, 2nd Floor,
Parsippany, NJ 07054
Direct Line: 973-285-4359
dmoss@sfr1.com
www.executive-wealth.com

Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor,
Parsippany, NJ 07054
973-285-3600

Specialization:
• Comprehensive Financial Planning
• Income Distribution Strategies
• Asset Allocation Planning
• Estate & Wealth Transfer

Business Experience:
• Established planning practice in 1995
• AT&T Capital Corporation - Business / Strategic Planner
• AT&T SBA Lending - Credit Analyst

Education:
• Lehigh University B.S. Business & Economics
   / Minor American Literature
• Certified Financial Planner T designee since 1994

Personal:
Drew and his wife Liana have two daughters, Hannah and Elle. They reside in Hoboken, New Jersey.