Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.
We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Founder, CEO, & Financial Advisor
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...
President & Financial Advisor
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...
Lidia Ogonowski joined Moffat Financial Group in late 2018 as our Executive Assistant and Client Relations Extraordinaire. Lidia has almost two decades of experience managing client relationships at an executive level. Her personal...
Client & Community Outreach Coordinator
Sharon Wade joined Moffat Financial Group in late 2019 as our Client and Community Outreach Coordinator. Sharon's primary responsibility is to schedule and coordinate Advisor appointments with clients...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.