As Director of Business Development at Bryson Financial, Andrew Moskovitz specializes in helping business owners and private equity firms navigate complex financial decisions with confidence. As a Certified Exit Planning Advisor (CEPA), he is the firm’s expert in guiding clients through the essential steps of exit planning to maximize business value during transitions.

Andrew brings extensive experience in M&A transactions, offering comprehensive support from due diligence and rep & warranty insurance to optimizing employee benefits, 401(k) plans, and corporate insurance. His strategic approach safeguards client investments and ensures smooth, value-driven transitions.

A graduate of Cal Poly, San Luis Obispo, Andrew holds Series 6, 63, and 65 licenses, along with a Life & Health Insurance license. He is also a Certified Plan Fiduciary Advisor (CPFA), enabling him to deliver tailored financial solutions to business owners and their teams.

At Bryson Financial, Andrew is committed to helping clients build, protect, and exit their businesses on their terms, achieving lasting financial success with clarity and confidence.