Wendy Moyers

Wendy Moyers CFP®, CDFA®


Phone Number: (240) 781-6208
Email: wmoyers@cbmcpa.com
Address: 7910 Woodmont Avenue, Suite 500, Bethesda, Maryland
Role, Company/Firm: Senior Financial Advisor at Councilor, Buchanan & Mitchell
Education:
Certifications:
Professional Affiliations/Organizations:

Professional Service Types

  • Financial Neutral
  • Divorce Financial Planner

I AM willing to offer a reduced rate for some or all of my services.

Professional Service Counties

  • Montgomery

About Wendy Moyers CFP®, CDFA®

Wendy is a Senior Financial Advisor at Councilor, Buchanan & Mitchell, P.C. (CBM) and part of the firm’s divorce and financial planning divisions. Wendy specializes in helping her clients find thoughtful ways to accomplish their life’s goals. Her areas of expertise include retirement planning, divorce financial planning, collaborative divorce and mediation.

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