Joshua D. Mosshart, MSFS Managing Director and Board Member
Mr. Mosshart received his Masters of Science in Financial Services degree, MSFS from the Institute of Business and Finance. Joshua is a Certified Estate Advisor through the National Association of Financial and Estate Planning (N.A.F.E.P.). He completed the Certified Financial Planner (CFP®) Certification Curriculum through the American College and completed “The Industry’s Most Complete Financial Planning Program” the CHFC designation and the CASL retirement coaching designation as a leading credential in the senior/retirement area. Joshua completed 5 years of graduate level courses at The Institute of Business and Finance, and The American College in Pennsylvania.
Joshua was awarded the Chartered Life Underwriter designation which is the highest level designation available in the life insurance profession. He is also a designated Certified Annuity Specialist ®, a designation which is only held by 1% of licensed advisors. He was awarded the Certified Funds Specialist ®, Certified Income Specialist ™, Certified Estate Specialist ™ and the Certified Tax Specialist™ designations. Joshua is a series 7, 63, 66 & 24 securities holder registered through LPL Financial. He is a member of The California Society of Certified Public Accountants and is a member of The Beverly Hills Bar Association.
Joshua, a former Merchant Marine, co-founded a non-profit organization raising significant capital for endangered species in his youth. The non-profit organization became the first non-profit organization ever set up in the Smithsonian Institute in Washington D.C.
