john-c-moshides_bc4a512bbd044dd5a0a97024b2e0c592

John C. Moshides

Financial Services Executive

CLU®, ChFC®, AEP, CLTC

Biography

John C. Moshides, CLU, ChFC, AEP, CLTC  is President of Moshides Financial Group, Inc. and creator of The Wealth Management ProcessTM  and The Business of Wealth. He focuses in helping successful people with the accumulation, management, and preservation of their wealth.

A native of Niagara Falls, NY, John earned a Bachelor's degree in Management from The State University of NY at Buffalo in 1980. He started his financial services career in 1981 and founded Moshides Financial Group, Inc., offering a full spectrum of financial planning services in 1987. He earned his Chartered Life Underwriter designation in 1991, became certified in Long Term Care planning in 2005. John earned his Chartered Financial Consultant designation in 2010, and also was certified as an Accredited Estate Planner.

John is a past President of the Buffalo Chapter of the Society of Financial Service Professionals and is one of only a few recipients of the Distinguished Service Award from the Society.  He is a qualifying and life member of the Million Dollar Round Table with many Top of the Table and Court of the Table qualifications.  John is past President of the National Association of Insurance and Financial Advisors – Buffalo Chapter. He is currently a Board Memeber of Estate Analysts of WNY. He is an involved member of his community and an active member of St. George Eastern Orthodox Church.

John is a resident of Clarence, NY with wife Suzanne and daughters Dana and Lindsay.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

CRN202005-230470

Check the background of this investment professional on FINRA's BrokerCheck