Who Are We?

Mosher Financial was founded by an educator to serve educators.

  • We are an independent financial service consulting firm
  • Our representatives, through their affiliation with Lincoln Investment, offer a wide variety of investment choices and asset management
  • We are sponsored by the California Federation of Teachers to provide financial and retirement services to the membership

What do we specialize in?

We specialize in providing financial and retirement services, including:

  • Personalized Financial Planning
  • Retirement Planning
  • Customized Retirement Counseling
  • Education Planning
  • Income Tax Counseling
  • Life and Long-Term Care Insurance Consulting

How can we help you?

We help teachers, school employees and UESF with the following issues:

  • Identify financial concerns and help find solutions
  • Understand CalSTRS and CalPERS
  • Create long-term strategies
  • Understand investment options and make appropriate choices
  • Survive logistical and paperwork issues – we take care of everything!