Broker Check
Clark G. Moffat, CFP®, CEP

Clark G. Moffat, CFP®, CEP

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 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), Certified Estate Planner (CEP), and completion of the Retirement Strategies program at The University of Pennsylvania's Wharton School of Business.  Clark is also a member of the Rotary and the Fallbrook Chamber of Commerce.

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. In the past Clark has appeared in Dentistry Today and Orthodontic Products magazines. 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.