Stevin Moses

Stevin L. Moses is President and founder of Sound Choice Financial, LLC.  Stevin brings twenty three years experience with him, and specializes in keeping household income consistent and growing for his clients by utilizing distribution focused and tax-efficient strategies in his approach.  He also strives to help future generations get started in handling their financial lives.  His passion is educating his clients to help avoid costly mistakes.  He is also registered with the State of Connecticut under the Connecticut Partnership for Long Term Care Planning program, a subject he has considerable experience with.

Stevin has been honored twice by being named a Connecticut Five Star Wealth Manager.*  Stevin's clients value his ability to take a complicated financial situation or topic and make it simple for them to understand.  His keen attention to detail and ability to guide clients makes his perspective invaluable to his clientelle.  He is currently a member of the Financial Services Institute and a former member of the Financial Planning Association where he served in a Public Relations Role.**

Stevin began his financial services career in 1997 with American Express Financial Advisors (now known as Ameriprise Financial).  After six years, he accepted a financial advisory position with MassMutual Financial Group.  He then spent five years with People's Securities, Inc. a subsidiary of People's United Bank where he was able to share his knowledge and guide clients in pursuing their goals.  In 2009, Stevin decided the independent advisory platform allowed him room to flourish, and so returned to his roots.  Stevin practiced private wealth management with Northstar Wealth Partners from 2009 through early 2016 when he decided to launch his own company, Sound Choice Financial, LLC.

Stevin holds a Bachelor of Arts Degree from the University of Connecticut in Political Science, with a minor in Criminology.  Prior to attending college, Stevin served six years active duty in the US Coast Guard where his duties were Law Enforcement, Search & Rescue and Drug Interdiction on the open seas.  He then attended School at Tracen Petaluma, CA where his focus was on the medical profession.  After graduation, he later studied at the Academy of Health Sciences in San Antonio, TX with a focus on Pharmacy, and then served at the Coast Guard Academy Clinic in New London.  After 9/11, Stevin felt a calling to serve and did so, serving four more years in the US Coast Guard Reserves in Boston.  Prior to his years in the Service, Stevin was an Electrician in Alaska and was fortunate enough to be able to work in Prudhoe Bay, Alaska alongside his father during the assembly of the Trans Alaskan Pipeline in the mid 1980's.

Stevin enjoys being an involved Dad with his kids' activities.  He also has a love for the Arts and American Political History.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2014 and 2015 Five Star Wealth Managers.

**The Financial Planning Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals experience a healthier, more unified regulatory environment that benefits both advisor and investor. 

 

Phone 8603415000
Mobile Phone 8606046599