Joseph Mooshi, MBA/MSF

Joseph Mooshi is founder, Managing Director and Wealth Advisor with Mooshi Wealth Planning & Management. As a Wealth Advisor Joseph’s focus is on the client and their family. Joseph takes a personal and holistic view to help his clients in planning and investing to ensure that they reach their personal and financial goals. In his role as a Wealth Advisor, Joseph acts as a fiduciary to place client’s best interest first and enjoys the relationships he has built with clients as well as their families and friends.

Joseph has over 19 years of experience in the financial service industry. Prior to founding Mooshi Wealth Planning and Management, he was a Senior Vice President, Private Client Advisor with J.P. Morgan Wealth Management. He holds the required FINRA Series 66, 7, Life and Health insurance licenses. Joseph was recognized by J.P. Morgan as a President Club Member (top 30 advisors in the country) and many years as a National Achiever based on the quality of investment advice his clients received.

Joseph graduated from Walsh College with a Master of Business Administration (MBA) and Master of Science in Finance (MSF). Joseph enjoys spending time with Sara, his wife, and four boys: Alexander, Jackson, Hudson, and Lincoln as well as traveling and enjoying the four seasons in Michigan. Joseph enjoys spending time outdoors, raising backyard chickens, attending local car shows, and going to the beach during the summer months.

Joseph can help you achieve your personal and financial goals by:

• Creating and monitoring a personalized Wealth Plan with a focus on achieving your goals through a holistic Goals-Based Analysis
• Creating custom investment portfolio strategies
• Planning for retirement
• Family legacy and estate planning
• Investment tax planning
• Insurance planning
• Diversifying your portfolio and active portfolio management
• Advising clients and their families on major life events

President Club Member and National Achiever are not rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. A diversified portfolio does not assure a gain or prevent a loss in a declining market. There is no guarantee that any investment strategy will be successful or will achieve their stated investment objective. Firm does not offer tax or legal advice.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS). MOOSHI Wealth Planning & Management is a member firm of KPWS, an affiliate of Kestra IS. MOOSHI Wealth Planning and Management and Kestra IS are not affiliated. Investor Disclosures: https://www.kestrafinancial.com/disclosures