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Gene von Mosch serves as a financial guide for his clients, helping them map
their financial journey and navigate through the ever-changing financial
terrain life brings. With more than 25 years of experience, he offers fee-based
investment management and financial planning services through a process of
discovering a client's tolerance for risk, short- and long-term goals and other
needs in the areas of investments, insurance and planning strategies.
Gene is a Certified Financial Planner™ professional, and earned his BA from the
University of Minnesota. He is an active member of the Financial Planning
Association, the Arrowhead Estate Planning Council, the Duluth Area Chamber of
Commerce, Kiwanis, and is a volunteer for the non-profit organization, Lynch
Syndrome International. He has presented to numerous civic and professional
groups, as well as taught basic financial planning classes for several
community education departments. Gene and his wife, Judith, also a licensed
financial advisor, have been working together for more than 20 years.
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Fee-based Financial Planning
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Pre-Retirement Planning
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Retirement Income Management
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Portfolio Diagnostics and Analysis
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Asset Protection
Licensed to conduct securities business in KS, MN, NC, ND, VA, WA, WI
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"The volatility of the financial markets has increased over the past few years. Our clients seem to sleep better at night knowing we are actively monitoring their investments."
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