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Financial Planning
Investment Management
Insurance
Employee Benefits
CFP Council
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Daniel Moskowitz
is the President of
A Better Financial Group, Inc.
Daniel began his career in
the Financial Services industry as a Registered Representative (FSC
Securities Corporation) and Financial
Advisor, focusing on money management.
He was managing in excess of $100
million when he decided to expand the scope of his services to include the
employee benefits sector and financial planning.
Daniel now offers
comprehensive financial planning for business owners and high net-worth individuals, focusing on both individual planning and employee benefits. |
Professional
- CERTIFIED
FINANCIAL PLANNER (CFPTM)
- Chartered Life
Underwriter (CLU)
- Registered Health Underwriter (RHU)
-
Instructor at the UGA Terry
College of Business Financial Planning Program (Retirement Planning and
Employee Benefits)
Academic
- B.S. Chemical
Engineering, Georgia Institute of Technology, Magna Cum Laude
- Financial Planning Certificate, Oglethorpe University
Registrations
- Registered
Representative, FSC SECURITIES CORPORATION
- Series 7 and 66
(GA, FL, CA, NY, MD, and IL)
Licenses
- Life, Accident &
Sickness, Variable Life and Variable Annuity (GA, FL)
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