Jonathan Moffat Email & Phone Number
Principal @ Aligned Advisors
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Jonathan Moffat Location
- Oceanside, CA, US
Jonathan Moffat Work
- 2013 -now Principal @
- 2021 -2022 Founder @ BAR N BAR PROPERTIES L.L.C.
- 2020 -2022 Member @ Ubuntu Management Company
- 2017 -2022 Founder @
- 2016 -2022 Co-Founder @ Launch Dental
- 2004 -2015 Co-Founder @
Jonathan Moffat Education
- Woodbury University
BA (Finance)
2007-2010 - The Wharton School
Retirement Strategies Executive course (not a degree) (Retirement Strategies Program)
2007-2007 - Utah Valley University
(Finance)
1998-2002 - Brigham Young University - Idaho
(Finance)
1997-1998
Jonathan Moffat Skills
- Retirement Planning
- Strategic Financial Planning
- Finance
- Financial Planners
- Estate Planning
- Business Strategy
- Entrepreneurship
- Investments
- Financial Services
- Financial Planning
- Dentistry
- Employee Benefits
- Risk Management
- Marketing
- Wealth Management
- Retirement
- Financial Advisory
- Personal Financial Planning
- Financial Organizer
- Accountability Coach
- Public Speaking
- Management
- Start-ups
- Marketing Strategy
- Leadership
- Dentists
- Start Ups
- DDS
- Strategic Planning
- Program Management
Jonathan Moffat Summary
- Jonathan Moffat, based in Oceanside, CA, US, is currently a Principal at Aligned Advisors. Jonathan Moffat brings experience from previous roles at BAR N BAR PROPERTIES L.L.C., Ubuntu Management Company, DSO CFO and Launch Dental. Jonathan Moffat holds a 2007 - 2010 BA in Finance @ Woodbury University. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Finance, Financial Planners, Estate Planning and more. Jonathan Moffat has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Aligned Advisors Employees
Jonathan Moffat
Principal
Oceanside, CA, US
Joseph Miranda
Financial Planning SME
Oceanside, CA, US
Miranda Fisher
Financial Services Associate
San Diego, CA, US
Leslie Berry
Client Service Specialist
Oceanside, CA, US
Sharmajn Salvador
Marketing Lead
Las Pinas, NCR, PH
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