Hannah Moss sees what is possible. Whether it’s wood waiting to become furniture, creative approaches to life’s challenges, or complex financial situations with her clients, she sees potential where others may feel overwhelmed or discouraged. It’s this outlook on life that makes her an incredible financial advisor.
As an advisor on the California Wealth team, she enjoys finding creative ways to exceed the expectations of clients, building relationships to uncover potential and developing strategies to achieve goals and dreams.
A true San Diego native, Hannah studied mathematics and economics at the University of San Diego. She began her career teaching math and pre-calculus to high school students. Eventually she made the decision to utilize her skills as an advisor with LPL Financial, creating financial plans and managing portfolios. She still enjoys tutoring young students in advanced math, bringing clarity to what many find to be a challenging subject.
Hannah enjoys woodworking and restoration, breathing new life into old statement pieces. She recently moved into her childhood home, which she and her husband are renovating one room at a time under the diligent supervision of their Pitbull, Moses.