Miles Moskwa, CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner, Investment Advisor Representative
Miles Moskwa ADV 2(b) Brochure
As one of the members on Rob Davenport, Ken O'Neil, and Ben Hopper's team- I take great pride in being able to contribute to a team that is client-driven and backed with superb experience as financial professionals. My roles on the team include consistent portfolio monitoring, technology management, compliance monitoring, conducting throughout annual reviews with our clientele, and striving to ensure the needs of our clients are met with urgency and care. Personalized financial planning, and making difference in the lives of those we serve give purpose to the diligent work I conduct as a CFP® Professional.
Formal Education:
Bachelor's of Science in Financial Planning - Western Kentucky University, 2022
Certificate in Business Data Analytics - Western Kentucky University, 2022
Professional Designations:
CERTIFIED FINANCIAL PLANNER™ Practitioner
Series 07 and 63 licenses held with LPL Financial
Series 65 license held with KPP Advisory Services.
Life and Health Insurance Licensed in KY
Community Involvement:
WKU Sigma Phi Epsilon KY Delta - Alumni
WKU Alumni Association - Greater Louisville Area Chapter
Personal:
After moving to Louisville, Kentucky from Southern California in 2008- I have become a lover of the outdoors, playing golf, developed a passion for cooking/local restaurant experiences, and cheering on my Atlanta sports teams, where my father grew up.