Mitch Moser, CFA®

Mitch Moser, CFA®

Financial Advisor

Mitch graduated from Iowa State University in 2011 with a BS in Industrial Engineering and an MBA. Following graduation, he put his analytical skills to use in Chicago with Morgan Stanley as a quantitative analyst. Driven by a desire to work with people instead of computers, he left Morgan Stanley to become a financial advisor with Weissenburger Investments and Financial Planning, Inc. in 2017.

Mitch has the distinctive gifts of both understanding complex ideas and being able to effectively communicate them to a broader audience. He appreciates the fact that no two individuals' circumstances are alike, and he delights in the unique problem-solving challenges that each client brings.

Mitch strives to be as educated as possible. He studied for and earned his Chartered Financial Analyst designation from 2013-2016. He has his Series 7 and 63 registrations with LPL Financial and a Series 65 registration with Weis Advisory. He is also a licensed life, accident, and health insurance producer.

Outside of work, Mitch can often be found riding his bike or enjoying family time with his wife, Savannah, and their son, Callen.