Meet your Moscaret Investment Advisory team.
We never let process stand in the way of progress.
Investment Adviser Representative
Jeff founded Moscaret Investment Advisory in 1999 with the objective of providing clients with knowledgeable and independent advice. The firm focuses on developing a long-term, one-on-one relationship with clients while providing customized solutions to their wealth management needs. Moscaret Investment Advisory is a boutique firm by design. Jeff felt that by focusing on a smaller number of affluent clients, he would be more able to provide a distinct approach of true concierge services to all of his clients.
Jeff has been in the wealth and investment management profession since 1986. Due to his extensive experience, he has been interviewed on local television news broadcasts regarding the market and portfolio management. He has also been featured and quoted in national financial publications relative to both investment and financial planning topics, including Research Magazine and Investment News. In addition, in 2008, Jeff had been nominated by the Winner’s Circle publication as one of the most outstanding financial advisors in the business of financial and wealth management planning; the publication recognizes individuals who possess the highest level of ethical standards, professionalism, and success in the business. Jeff was recognized by Los Angeles Magazine as a 2018 Five Star Professional Wealth Manager.*
Jeff and his wife, Valerie, live in Monrovia, California. In his spare time, Jeff enjoys golf, reading, traveling, and spending time with his family. He is also an active member of the Pasadena Optimist Club.
Jeff is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Jeff is also an Investment Adviser Representative of Moscaret Investment Advisory, a Registered Investment Adviser. Advisory services offered by Moscaret Investment Advisory are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth.
Jeff Moscaret is proud to have been recognized as a President's Club advisor for 2021—a distinction based on annual production that places him among the top 13 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
*2012-2018 The Five Star Wealth Manager Award, created by Five Star Professional. The 2018 award was presented in December 2017 based on data gathered within 12 months preceding the issue date. 2078 advisors were considered, 154 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
As operations manager, Lance is responsible for overseeing the daily operations of the firm. In addition to verifying and reconciling daily trades, he creates portfolio assessments for client reviews and coordinates the development and designing of retirement analysis. Lance also addresses and resolves any client service issues or concerns, oversees the minimum distribution requirement on IRAs, and manages and enforces compliance guidelines for the firm.
A graduate of California State University Sacramento, Lance has been active in the financial services industry since 1990. He previously worked as a financial planning assistant for American Express Advisors; Lance has been working with Jeff since 1995 and has been with Moscaret Investment Advisory since 1999.
Lance was recognized in 2010 as Commonwealth Financial Network's Assistant of the Year and has also been quoted in Research Magazine for his expertise on how an assistant is able to add value to an advisor's practice.
Lance and his wife have two sons. In his spare time, he enjoys spending time with his family and coaching his sons with their sports interests. He also enjoys playing basketball and tennis, traveling, and reading.