Mr. Daniel has collaborated with the United Nations, Hollywood Celebrities and Captains of industry structuring off market transactions. The decade prior he was working in the debt and equity markets managing capital for high net worth individuals.
He received his Masters of Science in Financial Services degree, MSFS from the Institute of Business and Finance. Mr. Mosshart worked on Wall Street and had extensive training at the Union Bank of Switzerland.
His certifications include the following:
Certified Estate Advisor, National Association of Financial and Estate Planning (N.A.F.E.P.).
Certified Financial Planner (CFP®)
Certification Curriculum, American College.
Chartered Financial Consultant (CHFC®) designation the “The Industry’s Most Complete Financial Planning Program” .
Chartered Advisor in Senior Living (CASL®) retirement coaching designation as a leading credential in the senior/retirement area.
Chartered Life Underwriter (CLU®) designation which is the highest level designation available in the life insurance profession.
Completed the following certifications:
Certified Tax Specialist
Certified Income Specialist
Certified Annuity Specialist
Certified Estate and Trust Specialist
Certified Fund Specialist
Additionally he was awarded his series 7, 24, 63, & 66 securities licenses (no longer active).
Joshua, a former Merchant Marine, co-founded a non-profit organization raising significant capital for endangered species in his youth.
The non-profit organization became the first non-profit organization to operate on the Mall in Washington D.C. He also served as a delegate for the United Nations RIO-20.
Finally, Joshua is married to Arlene a registered nurse at UCLA Medical Center and a father of four, Morgan, Malia, Troy and Phoenix.