Pathwise Wealth

Stanley Moffatt

Stanley 'Stan' Moffatt is a Certified Financial Planner® and Senior Financial Planner at Pathwise Wealth, with more than two decades in financial planning built on an earlier career in accounting. That numbers-first foundation underpins a notably down-to-earth style: no jargon, no unnecessary complexity, just advice clients can understand and act on.

Stan works mainly with wealth builders and people approaching retirement, connecting financial decisions to what matters most — lifestyle, retirement timing and family priorities. He builds long relationships on straight talk, helping clients see their position clearly and move forward with certainty.