Mike Moffitt, ChFC,CEPA,CVB
Whether it’s estate planning or retirement planning, it’s important to choose a financial adviser who is competent and fully understands your needs and values. More importantly, you want an adviser that listens and cares. As president and founder of Cornerstone Financial Group, Mike Moffitt is registered as an Investment Adviser Representative in Iowa. Mike graduated from Creston, Iowa High School and then from Iowa State University.
With over 30 years of experience in the financial services industry, Mike has helped clients through many different financial situations. While each client and each situation is different, his training and life experience is the added value he brings to each case. Mike began his financial consulting career in 1985 with a small national financial planning and investment company headquartered in Kansas City, MO. He founded Cornerstone Financial Group in 1987.
In addition to financial planning for individuals, Mike provides business owners with strategies for growing their business and increasing its enterprise value. He also offers succession planning for our business owner clients to help ensure a more successful transition out of their business when they are ready.
He received his Chartered Financial Consultant designation (ChFC) through the American College in Bryn Maur, PA. He is a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute and a Certified Value Builder (CVB) through the Value Builder System TM. He has completed courses on Fundamentals of Financial Planning, Business Taxation and Planning, Fundamentals of Estate Planning (I&II), Wealth Accumulation Planning, Decision Making at Retirement, Income Taxation, Investments, and Life Insurance.
Mike believes in community service and giving back to the areas where he lives and works. His memberships and community activities have included:
- Trustee, Iowa 4-H Foundation
- Trustee/Past President, Union County Development Association
- Past Treasurer, Union County Development Association
- Leadership Iowa Class of 2010-2011 Member
- Past President, St. Malachy Foundation
- Past President, Holy Spirit Board of Education
- Past President, Creston Rotary Club
- Past President, Creston (IA) Activities Booster Club
- Board member, Southern Prairie YMCA
- Member, Des Moines (IA) Estate Planners
Mike is an Investment Advisor Representative (IAR) and Registered Representative of Silver Oak Securities, Inc., member FINRA/SIPC. Cornerstone Financial Group and Silver Oak Securities Inc. are separate entities.
Mike is a season ticket holder for Iowa State football. In his spare time, he enjoys being outside and working on the farm.
Would you like to set an appointment with Mike? Click HERE.