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About Tana Moschetti

About Tana Moschetti

A CERTIFIED FINANCIAL PLANNER™ professional, and holding a series 6 securities license, Tana Moschetti is also licensed to sell insurance products. Her past experience as an enrolled agent with the IRS gives her the necessary experience to keep that beast at bay.

This overlapping  of professional designations and disciplines makes Tana uniquely qualified to assist clients with intriguing solutions to their financial concerns. Raised in the Midwest, Tana’s approachable personality puts clients at ease while she deftly untangles complexities to make them more understandable. A major advocate of “using the same dollar twice where possible,” Tana helps clients position assets in order to best take advantage of current tax law.

In 2012 Tana opened a new office in Fresno, to focus on building a strong team that can assist her in helping more clients with their financial needs.



We have created this site to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. You will find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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