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Amber Moser

CFP®

Designations:
Certified Financial Planner™ 

Amber has been associated with LPL Financial since 2014. She worked with a wealth management firm in Portland as an administrative assistant while she earned her securities licenses and then transitioned into an operations role. Amber moved to Seattle and began working with the team that now makes up Keel. She earned her CFP® in March 2020 and transitioned from operations to advisor in December 2022. In June 2023, Amber obtained her Washington State Insurance Producer license.  

Keel Financial Advisor Amber Moser sitting in front of laptop

Q&A with Amber

How do you go deeper for your clients?
Growing up an athlete and competing at a high level in college, the importance of teamwork, coaching, and reliability permeate my life to this day. This directly translates to being a valued partner for clients as we navigate their financial lives together.

What is your biggest accomplishment? 
A 75-mile trek through the Northern Cascades on the Pacific Crest Trail. One day, I hope to finish the entire thing.

What’s your favorite charitable endeavor? 
The Trevor Project and National CMV Foundation. Being a part of the LGBTQIA+ community myself, the lifesaving work The Trevor Project continues to do for youth hits close to home. My family has been directly impacted by the effects of Congenital Cytomegalovirus. I believe in their mission to raise awareness and educate families.

Where is your happy place and why? 
I enjoy being by the water with my partner, my pup, and a beer or coffee in hand.

Favorite ice cream flavor? 
Tillamook’s Marionberry Pie or Chocolate Peanut Butter – proud Oregonian!

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