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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 

Wealth Building Strategies and F.I.R.E

Living in Retirement and Legacy Planning

Josh Mora, CFP®

me in a suit, but my hair looks different and i promise to not wear a suit to our zoom meetings

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 strong saguaro cactus in Tucson with a financial advisor

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


John Wooden

 
balanced rocks

Financial Wellness

 

 

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.

strong bridge near the forest

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. 

a different perspective

  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

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