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Mora Financial Wellness

An Independent Fee-only financial wellness firm

1:1 Access to a CFP® Professional and industry leading software 

No minimum investment required

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Cash flow management and Accumulation

Risk Management 

Asset Allocation and Retirement Planning

Living in Retirement and Legacy Planning

Josh Mora, CFP®

I was born and raised in beautiful Eugene, Oregon. Like many from "Track Town" USA- I was an avid runner, basketball player and baseball player. After high school, I attended and graduated from the University of Arizona with a Bachelor of Science in Finance from the Eller College of Management. After college, I spent 16 successful years in the advisory business between two leading investment firms and can take the knowledge and expertise from them into my concept of financial wellness. I'm here to disrupt the current out-dated financial advisory model you've all heard about and experienced. You can expect honest and straightforward advice, with no broker talk.

I currently live in Tucson, Arizona  with my two dogs Nala and Beans. Beans is a goofy french bulldog  and Nala is an active and sweet German Shepherd. When I'm not working with clients I am typically doing something musical, riding my bike or something outdoors. After Covid and in 2021 I hope to get back to Hawaii, and take my first trip to Europe.

"A good coach can change a game. A great coach can change a life."


John Wooden

 

Financial Wellness

 

 

Financial Wellness+

 

                

 

You have your emergency fund in place, cash flow positive and you're ready to build wealth outside of your retirement accounts, and retire early. You might be retired already and desire investment reviews to make sure you are in the right allocation. 

  Wealth Management

                                            

 

 

             

                                        

        

 

You are nearing or in retirement and want to maintain and grow your wealth in a tax mindful way. You possibly need someone to manage your financial affairs if you become incapacitated or distribute assets upon death

Glass Buildings

Contact me to find

your way to a happier financial future

520-474-0311 Call or Text

Great for you if you're starting out and want to build the foundation of financial wellness. Budgeting, cash flow management, debt payoff, portfolio reviews.

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     Mora Financial Wellness LLC, "Mora Financial Wellness" "MFW LLC" is an independent firm not affiliated with a broker dealer or bank. CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous standards of education and experience. MFW LLC offers personal, holistic financial planning/coaching, investment planning, and retirement planning. In addition, investment management and estate planning are important areas of service. Proud to be a Black Lives Matter/LGBT Ally

    Brokercheck

    Investing in securities involves risk of loss that clients should be prepared to bear.  No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment.  There is no guarantee that our investment processes will be profitable.  Past performance is not a guide to future performance.  The value of investments, as well any investment income, is not guaranteed and can fluctuate based on market conditions.  Diversification does not assure a profit or protect against loss. 

    The information available on this website is posted for informational purposes only. Links to other Internet sites are included as a convenience.  MFW LLC is not responsible for and assumes no liability for its content since the parties are unrelated. In addition, MFW  LLC. does not review the website and does not make any representation as to the accuracy of the content.

    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.