Roy Moon

Roy Moon was born in Los Angeles, CA and raised in Ventura County. He attended the University of California Los Angeles on a Golf Scholarship where he competed on a national level and became an All-American. One of the highlights of Roy’s collegiate career at UCLA was shooting a school record of 62 at Waikoloa Golf Course on the main island of Hawaii. Graduating in 2005 with a Bachelor’s Degree in History, Roy turned professional where he mainly played on the Asian Tour.

In 2009 Roy decided to pursue a new path and entered the Financial Services Industry with Mass Mutual as a Financial Advisor. While at Mass Mutual and MML Investor Services, Roy built a clientele working with Professionals and Business Owners on their corporate sponsored retirement plans, asset management, wealth preservation and business succession planning.

In 2017 Roy joined The Wealth Consulting Group to enhance his client’s overall experience. His primary focus as a Personal CFO is to help his clients identify their financial goals and objectives. Roy strongly believes the strategic mindset learned over 20 years of competitive sports correlates into his financial planning practice.

Roy holds the 7 securities registration with LPL Financial and the Series 66 securities registration with LPL Financial and WCG Wealth Advisors. He also holds Life, Health, Disability and Long Term Care Licenses. CA Insurance Lic. #0G47830

Roy is a Registered Representative with LPL Financial.