Joshua Moffatt, CFP®, CWS®, MBA
Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Master in Business Administration
- Series 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
25 years of professional experience
- VP - Branch Manager, Charles Schwab, 2014-present
- Business Development, Charles Schwab & Co., Inc., 2003-2005
- Trader, Charles Schwab & Co., Inc., 1999-2003
- Financial Consultant, Charles Schwab & Co., Inc., 2005-2007
- Business Development, Charles Schwab & Co., Inc., 2007-2009
- Branch Manager, Charles Schwab & Co., Inc., 2010-2014
Education
- Bachelors, Business Finance, University of Colorado, Boulder
- Certificate in Information Technology, Metropolitan State College of Denver
- Masters Business Administration, Regis University, Colorado
Personal interests and affiliations