Executive Wealth Planning Group
117 Washington St, 3rd Floor
Hoboken, NJ 07030
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

Drew Moss, CFP^®

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^® designee since 1994

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