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Gena Moxey, Financial Advisor serving the Anchorage, AK area - Ameriprise Advisors

Gena Moxey

CFP®, RICP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
North Harbor Wealth Management
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • AAS Air Traffic Control, University of Alaska Anchorage
  • Bachelor of Business Administration Financial Services, Berkeley College Online

Awards & recognition

  • North Harbor Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • North Harbor Wealth Management, Ameriprise Client Experience Award, 2021-2022

Previous experience

  • New York Life Insurance Company, 2011-2015
  • Financial Planning Assistant at Ameriprise Financial, 2015

Community participation

I am a board member and a KidsDay volunteer coordinator with Anchorage's Promise, the Alliance for Youth.

Interests

I believe personal fitness is a major part of a balanced lifestyle. My top two focuses are dance and yoga.

I also value education in pursuit of professional goals. Completing my second college degree was a big step toward my next goal.

In my free time, you can find me at home working on home improvements or spending time with my daughter.