Wes Moss, CFP
CFP
expertise
Retirement planning, Financial planning, Investing
currently
Chief Investment Strategist, Capital Investment Advisors; radio show host; columnist for Atlanta-Journal Constitution
education
University of North Carolina at Chapel Hill
Highlights
  • Host of Money Matters, a call-in investment and personal finance radio show in Atlanta
  • Chief investment strategist of Capital Investment Advisors, a fee-only firm that manages more than $2 billion
  • Named one of America’s top 1,200 financial advisors by Barron's each year since 2014 
  • Book author and columnist for Atlanta-Journal Constitution
Experience

Wes Moss is a former writer for The Balance who covered financial planning. A Certified Financial Planner (CFP), Moss is a chief investment strategist and a partner at Capital Investment Advisors, which manages more than $2 billion for families and businesses. He's passionate about financial education and is motivated by the basic philosophy that people can retire sooner than they think.

Moss has also hosted "Money Matters," a financial talk radio show, on WSB Radio in Atlanta for more than 10 years. In addition, he's a weekly guest columnist for the Atlanta Journal-Constitution's website.

Moss is the author of "You Can Retire Sooner Than You Think," "Starting From Scratch," and "Make More, Worry Less". He has served as a financial expert for both local and national media including CNN, CNBC, and Fox Business Network.

He was named one of America's top 1,200 financial advisors by Barron's every year from 2014 to 2019.