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Vanessa Moore

Financial Advisor

Zephyr Investment Management Inc

United States, California, Westlake Village

About Me

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

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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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