San Diego, CA W. Bernardo Drive Office

Michael Moon is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 credentials and bringing 41 years of industry experience. His prior career includes 23 years at Lincoln Financial Advisors and operating his own practice, Michael W. Moon, for 27 years. He is co-owner of Moon Wealth Management, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers diverse investment programs such as PPS Custom and PPS Select model portfolios, emphasizing a platform that allows advisors discretion in portfolio construction.

Christopher Phelps is a financial advisor at Commonwealth Financial Network with over 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2005, he has been affiliated with both Commonwealth Financial Network and Financial Life Concepts. Outside of his advisory role, he is involved in tax preparation services through Financial Life Concepts. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, enabling advisors to offer customized portfolio management and wealth planning solutions.