Richard Moon, CFA, CPA, serves as the Principal Investment Advisor at Ascendant Capital Management (ACM), an independent Registered Investment Advisor based in Orange County, California. With a steadfast commitment to delivering peace of mind through disciplined financial leadership, Richard plays a pivotal role in guiding...
Richard Moon, CFA, CPA, serves as the Principal Investment Advisor at Ascendant Capital Management (ACM), an independent Registered Investment Advisor based in Orange County, California. With a steadfast commitment to delivering peace of mind through disciplined financial leadership, Richard plays a pivotal role in guiding clients toward achieving their long-term financial goals. His expertise encompasses a broad spectrum of services, including investment management, comprehensive financial planning, tax strategy development, and tailored insurance solutions.
At ACM, Richard is instrumental in implementing disciplined portfolio management strategies that align with clients' risk tolerance and investment objectives. He meticulously evaluates financial risks and crafts appropriate solutions, leveraging insurance products and other vehicles to safeguard client assets. His proficiency in financial reporting and strategic planning allows him to assess business structures and operations effectively, recommending strategies that enhance tax efficiency and profitability.
Richard's extensive knowledge in tax planning, including Simple IRA and SEP IRA strategies, positions him as a trusted advisor for both individuals and businesses seeking to optimize their financial outcomes. His ability to navigate complex SEC filings and regulatory requirements further underscores his commitment to transparency and compliance in all financial dealings. Through his leadership at ACM, Richard Moon not only enhances the financial well-being of his clients but also fosters a culture of integrity and excellence within the firm, ensuring that every client receives the highest level of service and expertise.
