CoverProfile

Jake Moshier

Associate Advisor at Flower City Capital, LLC

Flower City Capital

United States, New York, Rochester

About Me

Jake joined Flower City Capital in May 2021 after graduating from Alfred State College with a degree in Financial Planning. Jake is involved in several aspects of the business including financial planning, investment management, client service, and operations. He also supports strategic projects helping to build a better business. Jake obtained his CFP® certification in February 2024. Having grown up in Cuba NY, Jake enjoys skiing, hiking, and exploring Rochester.

Profile Information

Associate Advisor at Flower City Capital, LLC

Flower City Capital

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Rochester

New York

United States

Jan 9, 2025

More profiles to browse

Profile Photo
Thomas H. Hawks III
Senior Wealth Advisor, Partner
MR
Michael Rizzolo
Senior Wealth Advisor, Partner

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth