Jeff Moorhouse CFP®, CPFATM, shares a story of how dreams can become goals and goals can become reality, especially when driven by a purpose greater than oneself. Whether you’re interested in aviation, philanthropy, or financial planning, his insights provide valuable lessons on perseverance, community service, and the importance of finding purpose in every flight.
Key takeaways to listen for
- Different ways personal dreams can evolve into impactful community service
- Advantages of having a plan in financial and aviation
- The positive impact of charitable flying through Angel Flight West
- Key to handling emergencies and unforeseen circumstances
- How Jeff’s training in financial planning informs his approach to flying and vice versa
Resources
- National Disaster Search Dog Foundation
- Raymond James Financial Services
- 805 Help
- Warrior Angels Rescue
About Jeff Moorhouse CFP®, CPFATM
Jeff is a seasoned financial planner and pilot known for his personalized approach to wealth management. He combines extensive industry knowledge with a commitment to understanding each client’s unique lifestyle, values, and goals. Jeff implements prudent financial strategies to guide clients through life's milestones, ensuring confidence in their financial future.
Beyond his financial expertise, Jeff is an avid pilot dedicated to charitable flying. He actively supports Angel Flight West and the National Disaster Search Dog Foundation, using his skills to positively impact his community. Jeff’s blend of financial acumen and community service sets him apart in financial and aviation fields.
Connect with Jeff
- Website: Moorhouse Financial Services
- LinkedIn: Jeff Moorhouse
- Phone Number: 805-684-2245
Connect with Us
- Website: Angel Flight West
- LinkedIn: Alan Underwood
- YouTube: Plane Success
- Instagram: @thealanunderwood
- Facebook: Alan Underwood
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