Broker Check
Derek J. Moffatt, CFP®

Derek J. Moffatt, CFP®

Principal and Financial Advisor

Derek Moffatt is a principal at Moffatt Financial Strategies. He works directly with clients, listening to their stories and intimately knowing their personal and business needs. Derek creates comprehensive financial plans from a holistic standpoint to facilitate financial growth and build legacies. A natural problem solver, Derek enjoys providing solutions for his clients. Derek has the knowledge and experience to help his clients achieve financial success.

Not only is Derek a CERTIFIED FINANCIAL PLANNER™, CFP®, and CERTIFIED EXIT PLANNER™, CExP™, but he also attended Angelo State University and previously worked at The San Angelo Standard-Times. There he led strategic initiatives for a multi-million-dollar department. When he realized that he could help himself and his colleagues make sound financial decisions regarding their 401(k), the wheels started turning. 

Passionate about helping people and learning, he began his career in the financial services industry. Derek was fascinated with investing from the start but moved toward a planning-centered focus over time. He loves to solve complex financial problems and collaborate with his clients to bring their dreams to fruition.

Derek presently lives in Burleson, TX, near Fort Worth, where he and his family enjoy the feel of a small town while being close to the metropolitan area. He has been married to his college sweetheart for nearly three decades. As an adoptive family, they believe in supporting adoption-focused groups. Additionally, they are active in local non-profit groups, the Rotary Club, and their church. A nature lover, Derek enjoys fly-fishing and being in the water. His life mission is to learn, share, and grow as a human.

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.