Derek J. Moffatt, CFP®, CExP™ ​

Principal and Financial Advisor

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Derek Moffatt is a principal at Moffatt Financial Strategies. He works directly with clients, listening to their stories and intimately knowing their personal and business needs. Derek creates comprehensive financial plans from a holistic standpoint to facilitate financial growth and build legacies. A natural problem solver, Derek enjoys providing solutions for his clients. Derek has the knowledge and experience to help his clients achieve financial success.

Not only is Derek a CERTIFIED FINANCIAL PLANNER™, CFP®, and CERTIFIED EXIT PLANNER™, CExP™, but he also attended Angelo State University and previously worked at The San Angelo Standard-Times. There he led strategic initiatives for a multi-million-dollar department. When he realized that he could help himself and his colleagues make sound financial decisions regarding their 401(k), the wheels started turning. 

​Passionate about helping people and learning, he began his career in the financial services industry. Derek was fascinated with investing from the start but moved toward a planning-centered focus over time. He loves to solve complex financial problems and collaborate with his clients to bring their dreams to fruition.

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Derek presently lives in Burleson, TX, near Fort Worth, where he and his family enjoy the feel of a small town while being close to the metropolitan area. He has been married to his college sweetheart for nearly three decades. As an adoptive family, they believe in supporting adoption-focused groups. Additionally, they are active in local non-profit groups, the Rotary Club, and their church. A nature lover, Derek enjoys fly-fishing and being in the water. His life mission is to learn, share, and grow as a human.