Jeffrey D Moore RFC, LUTCF

Financial Advisor

Visit my web site!

Phone: (508) 636-6524
Fax: (508) 636-6524
E-mail: jeff@fpa-online.com

Jeff has been in the Financial Services Industry since 1985, he became part of the Financial Planning Alternatives team in 2005.

Being an independent financial planner, Jeff provides an unbiased holistic approach to the financial planning process. He formulates a realistic personalized financial plan for a diverse client base aimed at increasing their wealth and financial position.   Jeff is able to offer a variety of investment and insurance products to best suit clients at any stage of life, from clients that are getting ready to retire to clients that are starting toward building financial independence.  He also offers a financial counseling program, Money 1 to 1, designed by the Association for Financial Counseling, Planning and Education in order to help individuals and couples design and move forward with a budgeted financial plan that works for them.

Jeff currently is a Registered Financial Consultant® and a Life Underwriting Council Fellow from the American College. In 1998, Jeff co-authored an 1800 page in-depth financial services encyclopedia series still utilized by a major financial services firm with their financial professionals nationwide for their ongoing training and reference purposes. Further, he was a national trainer for a large Financial Services Company. Jeff is a graduate of State University of New York and seeks continuous education on financial, estate planning, and capital needs analysis topics. 

 Jeff currently resides in Fairhaven Massachusetts with his wife Lois and two daughters.