I’m Moira Ozuna and I have a financial planning business based in Miami, but work with clients nationwide. I do comprehensive financial planning for individuals, families and businesses no matter where they are today, and help them create a plan that works best for them and their goals. Whether that’s getting out of debt, life or disability insurance, investments, saving for a big dream purchase (house, wedding, own business, traveling), retirement planning, and everywhere in between. I am most passionate about helping women and women owned businesses with their financial plans, and love being there along the way to support, guide, and celebrate with them.
I am also a 5th degree black belt in Taekwondo and offer self defense classes for professional women’s groups as a fun networking and bonding activity.
I am all about women empowerment, collaboration, and connections!