Yosef Moskowitz, LUTCF
Yosef Moskowitz is a Financial Advisor with Zodiac Wealth Management and Forest Hills Financial Group (FHFG). He specializes in life and disability insurance, college funding, executive planning and wealth accumulation. Yosef works with individuals, families, Physicians, Lawyers and other professionals throughout their careers, helping them in many areas, including: Protecting their ability to earn and grow income; Minimizing and managing student loan debt; and offering time tested financial strategies as they plan for future security.
Yosef graduated from Queens College with a Bachelor of Science Degree in Accounting. He began his professional career in the financial services industry as an accountant with Loeb and Troper LLC in August 2009, where he was an integral part of the team responsible for the audit of several large accounts. Yosef felt he could better service his clients on a more personal level as a Financial Advisor and became a partner of Rosenzweig Financial Services in 2010, and since 2015 a partner of Zodiac Wealth Management. This has given him the opportunity to have a more positive impact on his clients’ overall financial objectives rather than just one aspect of their financial goals. With a father as a Gastroenterologist, Yosef has an inherent understanding of the medical field and the financial needs of medical professionals starting from training through retirement. Physicians today are more involved in the business side of medicine, in entities separate from their medical practices and Yosef offers his clients keen insight into the challenges they face as they plan their financial futures. He now aligns his unique abilities with the highest quality products and services available at FHFG.
Besides being an avid sports fan, Yosef is also involved in organized sports such as basketball despite his busy schedule. He juggles his time between Religion, Family, Friends and Business. Yosef is a mentor as well to help with the development of teenagers growing up in a more challenging environment. Yosef currently resides in Long Island, New York with his wife Vivi and their four children Nava, Aharon Moshe, Ariel and Eli.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) Financial Representative of Guardian