Moneta Financial Planning Inc. is dedicated to providing tailored financial security solutions to residents in Edmonton. With over 25 years of experience in the industry, we focus on understanding each client's unique goals and circumstances. Our mission is to empower clients with knowledge, creating responsible plans that ease the burden of financial decision-making.
Led by Brad Kezema, a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), our team at Moneta Financial Planning prioritizes personal service and open communication. We are committed to walking alongside you to navigate the complexities of financial planning, ensuring you remain on track to achieve your aspirations, whether for home purchases, education funding, or a comfortable retirement.
Led by Brad Kezema, a Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU), our team at Moneta Financial Planning prioritizes personal service and open communication. We are committed to walking alongside you to navigate the complexities of financial planning, ensuring you remain on track to achieve your aspirations, whether for home purchases, education funding, or a comfortable retirement.
