John C. Moynihan, Certified Financial Planner® and Managing Member of Waterstone Wealth Advisors, LLC has been providing clients with financial planning and investment advisory services since 1994. He has over 20 years of experience in the financial services industry and oversees all client financial planning for Waterstone Wealth Advisors LLC. His expertise is in developing and implementing comprehensive financial plans to help clients realize their possibilities and meet their long-term financial goals.
John was awarded the Certified Financial Planner® practitioner license in 2000. He has conducted educational and compliance related workshops and seminars for Johnson & Johnson, AT&T, IBM, American Express, Atlantic Mutual Insurance Company and numerous other firms. Additionally, John was among a select group of advisors chosen by American Express Financial Advisors in 2003 to work with retired and retiring partners at Price Waterhouse Coopers to evaluate their pension benefits.
In the community John has served on the finance council for the parish church and school of St. Matthias and has taught financial education classes at The Center for Great Expectations in Somerset, NJ. John resides in Somerset with his wife Wilma and has two daughters who have graduated from Fordham University, a son who is a graduate of Loyola University in Baltimore and a teenage daughter at home who will be leaving in the not too distant future to attend college.