Moneta Group
Moneta Partner Brad Koeneman serves all his clients as their Family CFO. Armed with the CERTIFIED FINANCIAL PLANNER™ and ACCREDITED WEALTH MANAGEMENT ADVISOR™ designations, he uses his expertise and significant experience to simplify his clients’ lives as much as possible. Barron’s has named him among the nation’s top advisors for six consecutive years from 2016-2021.
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Moneta Group
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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.