vmoore@zephyrim.com Vanessa M. Moore, is a Financial Advisor, specializing in retirement plan consulting. She began her career in financial services working for the Los Angeles branch office of 401(k) & 403(b) Advisors where she consulted with clients in both the non-profit and for-profit sector. Vanessa brought her expertise with retirement plans to Zephyr Investment Management, helping plan sponsors navigate their complex fiduciary responsibilities. At the plan level, she helps employers with DOL/IRS compliance issues, plan design, fiduciary training, human resource best practices, vendor troubleshooting, fee benchmarking, investment oversight and more. At the participant level, she


Vanessa Moore
Financial Advisor
Zephyr Investment Management Inc
United States, California, Westlake Village
About Me
Profile Information
Financial Advisor
Zephyr Investment Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Westlake Village
California
United States
Jan 11, 2025
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