Michael Moffa Email & Phone Number
Co-Founder | Chief Strategy Officer @ HumaTek Holdings
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Michael Moffa Location
- Tampa, FL, US
Michael Moffa Work
- 2023 -now Founder | Accredited Tax Advisor @
- 2010 -now Founder | Private Wealth Advisor @
- 2025 -now Co-Founder | Chief Strategy Officer @
- 2025 -now Co-Founder | Chief Strategy Officer @ HumaClub
- 2025 -now Director @ HumaAid
- 2010 -2019 Private Wealth Advisor @
- 2005 -2010 Financial Advisor @
Michael Moffa Education
- Exit Planning Institute
CEPA® (Business Owner Exit Planning)
2021-2021 - Blockchain Council
CCE - Certified Crypto Expert (Crypto Currency)
2021-2021 - FI 360 - A Broadridge Company
AIF® - Accredited Investment Fiduciary® (Investments and Securities)
2016-2016 - Accreditation Council for Accountancy and Taxation
(Accredited Tax Advisor (ATA) — a national ACAT credential earned through examination and years of qualifying experience. Recognizes advanced expertise in proactive tax planning and multi-year advisory across business, individual, estate, and retirement taxation — for business owners and high-income earners who want strategy, not just filing. Tax, engineered. Not prepared.)
2026 - College for Financial Planning
(AWMA® Accredited Wealth Management Advisor)
- College for Financial Planning
(CRPC® Chartered Retirement Planning Counselor)
- ITT Technical Institute
AS (Designation: Certified A+ Technican)
- New York University
(Finance and Accounting)
- St. Petersburg College
(Cisco Network Engineering Program)
- Investment Management Consultants Association (IMCA)
(Premier Investment & Wealth Management)
2013 - International Association of Registered Financial Consultants
RFC® - Registered Financial Consultant
2013 - Institute for Divorce Financial Analysts
Certified Divorce Financial Analyst
2011
Michael Moffa Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Design Assistance
- Leadership
- High Net Worth
- Financial Planners
- Employee Benefits
- Pensions
- Bonds
- Insurance
- Wealth Transfer
- Retirement Planning
- Financial Planning
- Sales
- Wealth Management Services
- Portfolio Management
- Investments
- Finance
- Wealth Preservation
- 401k
- Asset Allocation
- Investment Advisory
- Strategy
- Financial Services
- Wealth Management
- Mutual Funds
- Business Planning
- Strategic Financial Planning
- High Net Worth Individuals
- FINRA
- Investment Strategies
- Stocks
- Risk Management
- Asset Management
- Wealth Accumulation
- Separately Managed Accounts
- Marketing
- Training
- Defined Benefit Plan |
- Design
- Strategic Financial
- ETFs
- Separately Managed
- Retirement
- Options
- Series 7
- Defined Benefit Plan | Defined Contribution Plan
- Securities
- Investment Management
Michael Moffa Summary
- Michael Moffa, based in Tampa, FL, US, is currently a Co-Founder | Chief Strategy Officer at HumaTek Holdings. Michael Moffa brings experience from previous roles at Prosperity Tax Advisors, LLC, Prosperity Wealth Advisors, Inc., HumaClub and HumaAid. Michael Moffa holds a 2021 - 2021 CEPA® in Business Owner Exit Planning @ Exit Planning Institute. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Design Assistance, Leadership and more. Michael Moffa has 5 emails and 1 mobile phone numbers on RocketReach.
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