Wm. Al Muskat, CFP®

Wm. Al Muskat, CFP®

Financial Advisor

Wm. Al Muskat is a CERTIFIED FINANCIAL PLANNER professional specializing in tax and retirement planning. He has assisted thousands of clients around the country with retirement packages, advising them of ways to potentially maximize their financial opportunities. He uses a personalized approach with each client to build solid, long-term relationships. Al assists in retirement planning and wealth accumulation and helps solve the many problems unique to retirees.

With more than 30 years of experience as a tax and financial advisor, Al's goal is the preservation and strength of his clients' financial position in the years and decades to come. He accomplishes this through a properly diversified portfolio, periodic monitoring, and consistent reporting.

The people who work with Al not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease. You can contact Al at al@muskatfinancial.com.

(CA Insurance Lic.# 0664154)