# Allan Moskowitz

> Allan Moskowitz is a fee-only financial advisor at Transformative Wealth Management, LLC in El Cerrito, California, who holds the AIF, BS and CFP credentials.

Page: https://find.wellspent.co/advisors/allan-moskowitz/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Transformative Wealth Management, LLC
- **Based in:** El Cerrito, California
- **Credentials:** AIF, BS, CFP
- **Website:** http://transformativewealthmgt.com

## Frequently asked questions

### Is Allan Moskowitz a fee-only financial advisor?

Yes. Allan Moskowitz is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### Where is Allan Moskowitz based?

Allan Moskowitz is based in El Cerrito, California.

### What credentials does Allan Moskowitz hold?

Allan Moskowitz holds the AIF, BS and CFP credentials.

### How do I contact Allan Moskowitz?

Through Allan's website, transformativewealthmgt.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46078): NAPFA admits only fee-only advisors

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.