Steven G. Moosa, CPA

Financial Advisor


The world of finance never stops changing — so Steve Moosa believes he should never stop learning. Serving on our sister CPA firm’s Audit Committee, Steve actively seeks out continuing education in order to recommend the best approaches and solutions with his clients. Steve also serves on the CPA firm’s Executive Committee, playing an important management role.

Whether assisting a wealth management client, auditing a government or not-for-profit entity, or resolving challenging taxation issues, Steve appreciates that his clients look to him for trusted guidance — and is focused on anticipating and meeting their needs on a regular basis.

Professional and Educational Accreditations

  • Certified Public Accountant, CPA
  • Has passed FINRA Series 7 and series 66 exams
  • Registered Representative, Avantax Investment Services℠
  • B.S., Business Administration, with Honors, University of Southwestern Louisiana (now University of Louisiana at Lafayette)

Civic and Professional Activities

  • Member, American Institute of Certified Public Accountants
  • Member, Society of Louisiana Certified Public Accountants