Joshua Moffatt, CFP®, CWS®, MBA

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 720-202-8532

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

24 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

Modal can be closed by pressing Escape key.