Robert Moses in

Robert Moses

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CEO & Founder at Altum Wealth Alliance
📍 Charlotte, North Carolina, United States

Robert Moses is the CEO & Founder of Altum Wealth Alliance, a CERTIFIED FINANCIAL PLANNER™ with over 25 years of experience. He leverages his BS from Miami University to create tailored wealth strategies for families, professionals, and business owners, helping them navigate complex financial landscapes with confidence.

Outside of his professional commitments, Robert is a dedicated family man who enjoys spending time with his wife and three children. His personal interests include playing golf and traveling, reflecting a balance between his work and personal enrichment.

Robert holds the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, a top credential in the financial planning industry.

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Experience
27 Years
Current Role
CEO & Founder
Job Level
Leadership
Location
Charlotte, North Carolina, United States
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Robert cares about

Legacy & Wealth Planning
His career is dedicated to helping families and business owners build lasting financial legacies through comprehensive wealth management and thoughtful estate planning.
Business Owner Finances
He specializes in advising business owners on complex financial matters, including succession planning and strategies for long-term financial clarity.
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Career

Work history

9-2020
CEO & Founder
Altum Wealth Alliance
4-2013 - 9-2020
Investment Specialist
XXI Financial
2010 - 8-2013
Managing Partner / Wealth Manager
Peachtree Financial Group
2010 - 4-2013
Investment & Compliance Specialist
Hill Financial Group
9-1999 - 1-2010
Investment & Compliance Specialist / Wealth Manager
Strategic Planning Group
In the press

Media appearances

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Education
1980 - 1983
BS
Miami University
1979 - 1980
Education details unavailable
University of Colorado at Boulder
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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