Alfred T. Moret
Alfred T. Moret has over 30 years of financial planning leadership and extensive experience working with high net worth investors. He believes in adhering to a disciplined approach to wealth management to assist clients in meeting their financial and life goals. He builds and implements sophisticated, customized plans based on his clients' individual needs, with a focus on "plain language" explanations.
After graduating from San Diego State University with a B.S. in finance, he started his 30-year career with Dean Witter/Morgan Stanley as an account executive. During his tenure, Alfred was promoted to associate vice president, vice president and then branch manager before retiring from the firm in 2008.
Alfred resides in Carmel Valley with his wife of 33 years, Joan, a registered nurse, and their two labradoodles. Away from the office, Alfred’s passions include spending time with family, restoring classic cars, reading, golfing, playing guitar, and surfing.