Aimee Kwain is a senior insurance specialist for Moss Adams Wealth Advisors. Previously a practicing attorney, she incorporates her legal background along with her consulting expertise to bring clients a unique and comprehensive assessment of both their life insurance and estate plans.
Aimee works exclusively with high net worth individuals and families, business owners and businesses. She is well versed in tailoring and utilizing advanced case design into each client relationship customized to their unique goals and needs. Aimee has an eye for detail and is committed to ensuring that her clients get the appropriate amount of insurance while following sound risk management practices.
COMMUNITY AND PROFESSIONAL ACCOMPLISHMENTS
- Instructor, Continuing Professional Education: CLU, Chartered Life Underwriter, ChFC®, Chartered Financial Consultant® and Life Insurance
- Published in National Underwriter for Life and Health
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
- Vice President, Los Angeles Estate Planning Council
- Member, Beverly Hills Estate Planning Council
- Member, State Bar of California
- FINRA, Series 7 and 63 licensed
- Life Insurance licensed
EDUCATION
- Bachelor of Arts. Honors; Sociology and Criminology, University of Toronto
- Juris Doctor, Southwestern University School of Law, Los Angeles