Daniel Moskowitz, CFP®, CLU®, RHU
Owner and President
Daniel focuses on comprehensive financial planning for small businesses and high net-worth individuals.
Through consistent education, effort and a reputation for outstanding service, Daniel has built a solid base of
clients over the last 25+ years.
In his free time, Daniel enjoys playing competitive tennis, collecting old sports cards and memorabilia , and spending time with his wife and 2 sons.
His qualifications include:
Professional
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Chartered Life Underwriter® (CLU®)
- Registered Health Underwriter (RHU)
- Past instructor at the UGA Terry College of Business Financial Planning Program (Retirement Planning and Employee Benefits)
Academic
- BS Chemical Engineering, Georgia Institute of Technology, Magna Cum Laude
- Financial Planning Certificate, Oglethorpe University
Registrations
- Investment Advisor Representative / Registered Representative
- Commonwealth Financial Network®
- FINRA Series 7 and 66 securities (AL, CA, FL, GA, ID, MA, MD, NC, NY, OH, SC, VA, and WA)
Licenses
- Life, Accident & Sickness, Variable Life and Variable Annuity (GA, FL, NC)
Rheannon Boddie, CFP®
Financial Advisor
Rheannon spent 13 years in education before beginning her career in the financial services industry. Over the last 7 years Rheannon has focused on comprehensive financial planning for individuals, families, and divorcees.
Rheannon spends her free time with her husband and 2 sons. She is passionate about fundraising for breast cancer research and awareness and walks 60 miles every year in the Susan G Komen 3 Day Walk for the Cure.
Professional
- CERTIFIED FINANCIAL PLANNERTM Practitioner
Academic
- BS Education, University of Michigan- Ann Arbor
- Master of Arts in Education, Nova Southeastern University
Registrations
- Investment Advisor Representative/ Registered Representative
- Commonwealth Financial Network
- Finra Series 6, 7, 63, and 65 (GA, IL, FL, SC)
Licenses
- Life, Health, Property & Casualty, Variable Life and Variable Annuities (GA, MO)