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
Cash flow management and Accumulation
Wealth Building Strategies and F.I.R.E
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."
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.
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.