John Moynihan (CFP®)

John Moynihan focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Business Owners

College/Education Planning

Corporate Executives

Entrepreneurs

Planning Specialties

Comprehensive financial planning
Investment portfolio management
Investment advisory services
Insurance planning
Retirement planning
College planning

Additional Information

At Waterstone Wealth Advisors we are committed to enriching the lives of our clients by providing stewardship for their wealth in all of its dimensions. By partnering to build and maintain a holistic financial environment Waterstone clients are better able to fully enjoy each aspect of their wealth. We strive to provide the understanding and empowerment that comes from working with a trusted advisor.