Jonathan R. Moffat
Jonathan Moffat founded the company Aligned Advisors with one purpose in mind: To help Dentists take action and live their Ideal Life. Prior to founding Aligned Advisors, Jonathan and his father founded DDS Strategies Group where they specialized in working with dentists to help them become more organized and efficient in their professional and personal lives. In 2006 Jonathan completed the Personal Finance Program at UC Irvine. In 2008, he completed the Investment and Retirement Strategies Program at the Wharton School of the University of Pennsylvania. Jonathan has taught on the subjects of: estate planning, tax planning, tax strategies, goal planning and business strategy at several colleges and Universities and is the co-host of the podcast The Optimized Dental Practice. In 2007, Jonathan in collaboration with the best-selling author Harry Dent authored the well referenced white paper “The Future of Dentistry” and has been published in Orthodontic Products and Dentistry Today. He was the co-author of the book “Rich doc, Poor doc” and was a contributing author to “The Road to Success” by Dr. Michael Abernathy, DDS. Jonathan’s passion for helping Dentists stems from watching his Orthodontist grandfather make and ultimately lose millions of dollars over his lifetime due to poor planning and ill placed investments. You can find out more about Jonathan and the Aligned Team at www.alignedadvisors.com and follow us on LinkedIn, blog talk radio or iTunes.