Advisor Information
David Moses
Registered Investment Advisor
Statera Financial LLC
Based In:
Serving Clients in these States

When I have a plumbing issue, I call a plumber and when there is an electrical issue, my electrician gets my call. A financial plan is also in need of a financial planner. As a Certified Financial Planner I understand the importance of providing a comprehensive plan and I have the knowledge and the educational backing to provide addition insight that you can not get from doing it yourself or a You Tube video. At Statera Financial, our goal is to help you map out a plan to match your financial goals with your available financial resources. I am a State Registered IAR with licenses to sell insurance and health products in MA, RI, ME, CA and FL. Domiciled in MA, CA Insurance License #0K14109. Security services are offered through Statera Financial LLC, a Registered Investment Advisor in the State of Massachusetts. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.