Kent Mosher is a Founding Partner and Wealth Advisor of Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. Kent has over 25 years of financial industry experience, specializing in helping the owners of closely held businesses, and successful professionals to reduce their current taxes, plan for retirement, maximize their investments, satisfy charitable desires, and efficiently transfer their assets to their children and grandchildren.
Kent is active in his community, serving as Elder of a 2,500 member church, as well as serving in various other ministry related capacities. He enjoys going on short-term mission trips and has completed trips to Africa, Romania, Haiti, Costa Rica and Belgium. He earned his BA in Business Administration from Taylor University, and an MBA from Xavier University. In his free time Kent also enjoys running, biking and volleyball.
Kent Mosher is a leading Wealth advisor in Beachwood, OH. People make mistakes ALL the time when it comes to financing, but what does Kent see the most of? Find out what EVERYONE should know when it comes to avoiding this one mistake.
Kent Mosher talks about what separates him from all the other financial advisors. Building practices that include systems and processes that can be easily repeated is a big defining trait!
When it comes to specific financial advice, what would Kent Mosher tell new clients? The answer isn’t what you expect!
Kent goes over some of the specific ways he can help his clients save on their taxes, and don’t worry there’s nothing wrong with that.
Kent Mosher shares some final advice as well as his thoughts on working as a Wealth Advisor.