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Derek J. Moffatt

Derek J. Moffatt

CERTIFIED FINANCIAL PLANNERâ„¢

Derek Moffatt has a client-centered vision. He founded Moffatt Financial Strategies, LLC with the objective to educate, empower, and enrich the lives of clients through comprehensive investment planning and wealth management services. His clients appreciate his analytical mind, accessible manner, and clear style of communication. Derek prides himself on his strategic expertise, his exceptional organizational skills, and the individualized attention he gives to each and every client. He specializes in working with retirees (and people near retirement), as well as small business owners, helping them to maximize the wealth-building potential of their companies.

With twelve years of wealth planning, Derek understands the needs of both businesses and individuals. During his early career as Director of Advertising at the San Angelo-Standard-Times, he led strategic initiatives for a multi-million dollar department. Later, during his tenure as a financial planner for firms like Edward Jones Investments, he helped individual clients work toward their financial goals, assessing their circumstances and objectives and providing customized, highly strategic investment consulting.

In addition to his business and financial expertise, Derek has over twenty years of public speaking experience. A sought-after speaker and facilitator, he has an ability to connect with different types of audiences and explain intricate financial strategies in an easy-to -understand manner. Derek has presented to churches, clubs and civic groups ranging in size from ten to over 450 attendees.

Derek is a graduate of Angelo State University, an Accredited Wealth Management Advisor (AWMA), and an avid self-learner. He’s constantly studying the industry and learning how new trends translate into opportunities for his clients. Derek’s also active in the community: He is a member of the Fort Worth Rotary Club and an active member of his church. In his off hours, he plays jazz guitar, and spends time with his wife and four children.