I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
- Investment Management Consultants Association
- Open Arms International
Board of Directors - Rotary Club of Portland
- Professionally Speaking
Leadership Council - Multnomah Athletic Club
Portland, Oregon
- 401k Rollovers
- 529 Plans
- Alternative Investments
- Annuities
- Asset Management
- Certificates of Deposit
- Defined Contribution Plans
- Endowments and Foundations
- Estate Planning
- Financial Planning
- Fixed Income
- Investment Policy Statements
- Lending Services
- Life Insurance
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- Wealth Management
- CIMA - Certified Investment Management Analyst
Investment Management Consultants Assn
The Wharton School, 2006 - CFP - Certified Financial Planner
CFP Board of Standards
Denver, Colorado, 2003 - MBA - Masters of Business Administration
University of Oregon
Executive MBA Program, 1990 - BA - Business Administration
University of Washington
Seattle, Washington, 1984 - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Series 31 - Managed Futures & Commodities
- Oregon State Life, Health and Variable Annuity Insurance Licensed
- Two Time Five Star Wealth Manager Award
Portland Monthly Magazine
2011 and 2012 - Rotary International Paul Harris Fellow
- Wild Canyon Games 2010, 2011
- Phi Beta Kappa
University of Washington
- 2004
- Present: Morgan Stanley Smith Barney
Vice President
Senior Investment Management Consultant
Portland, Oregon - 1998
- 2004: AG Edwards & Sons, Inc.
Associate Vice President - Investments
Financial Advisor
Portland, Oregon - 1996
- 1998: Huntair Inc.
General Manager
Tigard, Oregon
Forest Products Industry 12 year career
Including Moshofsky Family Lumber Manufacturing Co.
Two Time Award Winner, Doug Moshofsky is selected as 2012 Portland Five Star Wealth Manager. See Working Together Tab for the “as seen in Portland Monthly Magazine” piece as well as information on the award.
Estate Planning is essential in seeing that your assets pass according to your wishes. To learn more, call or send an email.
As Financial Advisors whose focus is on wealth management, we know all about the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments— to talk to us about your business needs, too, call or email us.
