Financial Advisors
Anaheim, CA
Mosley Wealth Management, led by founder Tom Mosley since 1995, provides comprehensive financial planning and wealth management services to retirees and pre-retirees throughout Southern California. They specialize in retirement income strategies, asset protection, estate planning, life insurance, tax-efficiency strategies, IRA/401(k) rollovers, annuities, investments, and long-term care planning. Built on principles of personal relationships and trust, Mosley Wealth Management helps clients preserve their assets and pursue their retirement goals with confidence.
Ideal for: Retirees and pre-retirees, high-net-worth individuals seeking tax-efficient strategies, those planning for long-term care and estate preservation
Service area: Anaheim and Southern California
Founder's Ministry Background: Tom Mosley's 19 years in the ministry shaped his client-centered approach, motivating him to help retirees avoid difficult financial choices and build lasting relationships based on trust.
Comprehensive Retirement-Focused Planning: Services span retirement income strategies, asset protection, estate planning, tax efficiency, and long-term care — all customized to individual circumstances rather than one-size-fits-all approaches.
Long-Standing Local Business: Operating since 1995 with deep roots in Southern California, Mosley Wealth Management has established a track record of helping clients achieve confident, secure retirements.
Address: 2401 E Katella Ave #270, Anaheim, CA 92806
Phone: (714) 421-4288
Website: mosleywealthmanagement.com
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