Clark Moffat

In the three decades span of his professional career, Clark’s straight forward and conservative approach to financial education has proven successful time and again.  He is excited to be affiliated with Financial Education Partners (FEP).

He graduated from Brigham Young University with a degree in Business Management with an emphasis in Personal Financial Planning and minors in Economics and Accounting.  He continued his education and earned the financial planning designations of CERTIFIED FINANCIAL PLANNERTM (CFP®) and Certified Estate Planner (CEP®).  He has been a member of H.S. Dent Research, an economic research group which looks at all things economic, since 2001.  Clark’s passion for helping the public drives him to continue to learn more.

Clark shares his knowledge by leading various seminars for the community and he continues to gain notoriety in many financial education circles.  In the past, he has taught students at Glendale Community College, Glendale CA., Palomar College, San Marcos, CA, and Utah Valley University, Orem, UT. Clark has served on several advisory boards including PlanMember Advisory Board, Denton Osteopathic Board, Four Season Financial Partners Inaugural Board.    He is currently member of the Fallbrook Chamber of Commerce, and the Temecula Chamber of Commerce.

Clark and his wife, Beth, have five children and they both enjoy spending time with their grandchildren.  They live in Fallbrook, CA (North San Diego County). He and Beth love to travel and explore different parts of the country and other parts of the world.  Clark has a passion for reading, golf, and can often be found on the pickleball court.

Clark is honored to have the opportunity to advance his dedication for fiscal education through the nonprofit organization Financial Education Partnership (FEP).



Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC.  6187 Carpinteria Ave., Carpinteria, CA  93013, (800) 874-6910.  Moffat Financial Group and PlanMember Securities Corporation are independently owned and operated.  PlanMember is not responsible or liable for ancillary products or services offered by Moffat Financial Group or this representative.
CA Insurance License Number:  0603291
Financial Educational Partners, Moffat Financial Group and PlanMember Securities Corporation are independently owned and operated companies.