What is most important to you? Beginning with the planning process and moving forward to implementation of recommendations, ongoing monitoring of your progress, and course corrections along the way are all designed to help you achieve what is most important to you.
Learn more about our team of professionals.
Clark G. Moffat
Chief Executive Officer
CFP, RFC, CEP
Clark G. Moffat
CA Insurance Lic # 0603291
Retirement is the golden age of life, but many people struggle to make the financial decisions necessary to enjoy the fruits of their labor. This is why I founded Moffat Financial Group. I understand the needs of the pre-retiree and the retiree.
Clark is the Founder and President of Moffat Financial Group. He favors a straight forward and conservative investment approach, and in the three decades span of his professional career, his approach has proven successful time and again.
He graduated from Brigham Young University with a degree in Business Management with an emphasis in Personal Financial Planning and minors in economics and accounting, but his passion for helping his clients drives him to learn more. Currently he leads his field with multiple certifications: Certified Financial Planner (CFP), Registered Financial Consultant (RFC), Certified Estate Planner (CEP), and completion of the Retirement Strategies program at The University of Pennsylvania's Wharton School of Business.
Throughout his career, he has served as a member of the advisory boards for notable companies, such as, Four Seasons Financial Partners, Inc., PlanMember Securities Corporation, and the Denton Texas Osteopathic Hospital. He is also an active member the HS Dent Advisors Network, National Institute for Estate Planners, and International Association of Registered Financial Consultants.
With decades of professional experience, he shares his knowledge by leading seminars for the community, and he continues to gain notoriety in many financial education circles. In the past, he has taught students at Glendale Community College, Palomar College, and Utah Valley University. He is also the author of numerous financial articles and other special reports. His most recent publications appear in Dentistry Today and Orthodontic Products. Clark was quoted in Orthodontic Products stating, “To be a successful investor, it’s vital to understand the nature of the economy. Your investment plan needs to be adaptable to meet the changing economic environment. According to a report in the Pew Resarch Center, 10,000 Baby Boomers will retire every day for the next 19 years, and their departure from the work force will have a far-reaching impact on the economy, experts agree. Increased demand on the country’s Medicare, Medicaid, and social Security systems may boost the tax burden on still-working Americans. What’s more, it’s likely that the Boomers will curtail their spending (since most will be on fixed incomes), further draining the economy. “
Clark and his wife, Beth, have five children and enjoy spending time with all their grandchildren. When he is not at the office or with family, he can be found on the golf course, reading, sailing, traveling, or volunteering with service organizations through his religious congregation.
Contact Clark at email@example.com (760) 731-0489
Jared S. Johnson
Jared S. Johnson
CA Insurance Lic # 0E46349
"Most people have a general idea of how to save and spend their money in ways that bring enjoyment. I am passionate about helping people pinpoint essential financial tools and prepare a plan that becomes useful for accomplishing their goals." -- Jared
Jared Johnson is the President of Moffat Financial Group. As the Chief Investment Manager and Financial Coach, Jared oversees retirement plan design and manages all in-house investment portfolios. After receiving his B.S. in Business Management and Finance from Utah Valley University, along with his Series 7, 6, 63, & 65 Investment licenses, he worked with Bank of America’s investment division, Strategies Financial Group, and Brecek & Young Advisors. In 2008, he joined Moffat Financial Group where he thoroughly enjoys working side-by-side with a true financial professional like Clark. Jared is currently serving as the Philanthropy Committee Chair for the Temecula Chamber of Commerce and is a member of the Fallbrook Chamber as well.
With over a decade experience as a financial advisor, Jared’s primary focus is working with clients to construct a comprehensive plan that addresses the items most important to them. He seeks to understand what is most significant to them and then tailors financial solutions to best address their needs.
“One of the luxuries of being with a small, flexible, and proactive firm — instead of a large institution — is that I’m able to take a personal and targeted approach with clients as opposed to following a pre-determined formula. This is vital for unique clients who don’t fit a ‘one size fits all’ firm mentality,” Jared states.
Jared is married to Michelle Johnson, and together they are raising their three energetic boys. Jared and his family enjoy camping, going to the beach, participating in and attending sporting events, running, mountain biking, hiking, and home improvement projects. For many years, Jared has been very involved in Boy Scouts of America, where he has helped over 50 young men achieve the rank of Eagle Scout. His leadership has won multiple nationally-recognized awards for his troop. Recently, Jared and Michelle have become very active in breast cancer awareness and now participate regularly in events that support this very worthy cause.
Contact Jared at firstname.lastname@example.org (760) 731-0489
Financial Professional/Executive Administrator
CA Insurance Lic # 0J02045
Marianne began her career in the financial services industry at Moffat Financial Group in 2014, as an Executive Administrative Assistant. She first obtained her Insurance License in 2015 and went on to acquire several Securities Licenses including her Series 7, 6, and 63. She began seeing clients at Moffat Financial Group as a Financial Professional in January of 2016. She is dedicated to helping individuals and couples plan and invest for a secure financial future. She is committed to providing clients with exceptional client service, taking the time needed to apply solid financial concepts, and efficient operation.
Marianne provides services which include:
• Retirement Readiness
• Mutual Funds
• Life Insurance
• IRA/Roth IRA investments
• 401(k)/403(b) Rollovers
• 401(k), SEP, and Solo 401(k) plans
• Budget/Debt Consultation
Marianne has lived in Fallbrook, CA since 1998. She is an active member of the Bonsall Women’s Club and the Fallbrook Chamber of Commerce. Her two teens keep her busy with participation in school events, local sports activities, and a great social network here in town. They love to travel and had the opportunity for a two week family road trip several years ago that took them from San Diego, California to Saugerties, New York. “We enjoyed site seeing and stops at several National Parks.” In her spare time, Marianne enjoys horses, water sports, reading and gardening. Prior to joining Moffat Financial Group, Marianne was self-employed for 30 years. This provided her with the essential understanding that clients deserve the highest standard of excellence in commitment and service.
Contact Marianne at email@example.com
Lorie enjoys working in a client-centered office. She loves to greet people and try to find one great thing that has happened in their day. She strives to learn new things every day, whether it is something about the clients she is contacting or a method that will improve the services provided at the Moffat Financial Group.
As the Sales Assistant, she is the scheduling pro. She is always ready to greet each client with a smile and skillfully sets up reviews and appointments, ensuring that clients have a positive experience toward achieving their financial and personal goals.
Her experience in helping to run a smooth sales system comes from an eclectic work history: acting as PTA president, secretary for Architectural Arts and Todd N. Frame Enterprises, care giver, property manager, Fallbrook Elementary School Special Education Aide, and a Show Biz Kids Dance Teacher. Even with all her experience, her crowning achievement is being the mother of three accomplished young women, who can prove to anyone that girls can do anything that they set their minds to and still make time for themselves.
In her free time she enjoys spending time with her family. She also enjoys photography, hiking, kayaking, gardening, dog training, karaoke, Pinterest, and community service.
Contact Lorie at firstname.lastname@example.org