Wes Moss, CFP®
Wes Moss is a man on a mission. The Atlanta-based CERTIFIED FINANCIAL PLANNER™ and money educator has devoted his professional life to helping Americans retire sooner than they ever thought possible. He is a Managing Partner in Capital Investment Advisors (CIA), a fee-only investment firm with over $5 billion in assets under management (as of December […]
Patrick Malloy, CFP®
Patrick Malloy is a Senior Investment Advisor and CERTIFIED FINANCIAL PLANNER™; for Capital Investment Advisors (CIA). He has been in the financial services profession for more than 15 years. Having spent a decade in the annuity industry, Pat is a good resource for clients who seek to understand many of the complicated features and benefits […]
