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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...

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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...

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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...

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Sharon Wade joined Moffat Financial Group in late 2019 as our Sales and Communications Assistant with an emphasis on developing our Non-Profit affiliation with the Financial Education Partnership (FEP) as the Community Outreach...

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