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Ray Croff of Mobius Financial Advisors is a member of XPX Dallas

Ray Croff

CEO

Mobius Financial Advisors

Denton, Texas

Professional Profile

Call Me When

Call Me When... You want high level expertese using life insurance in business and estate planning situations

Contact Method

940-391-5336, croff@mobiusfa.com

Profession

  • Consultant
  • Insurance
  • Wealth Manager

    • Professional Certifications

    CEPA,CVGA, CAP, IAR,ChFC,RFC,CLU

    Functional Expertise

  • Business management
  • Employee engagement/ retention
  • Family business
  • Investments
  • Operations
  • Organizational development
  • Retirement
  • Risk management
  • Exit/Transition Planning

    • Business Focus

    Transition Planning Certification

    CEPA,CVGA

    Client Industries

  • Business Services
  • Computer/Electronics
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution

    • Client Results

    Membership

    Dallas Founding, Leadership Collaborative

    Member Since

    Sponsorship Type

    Founder

    Chapter Leadership Role

    Founder, Membership Chair

    Why I'm a Member of XPX

    I work in the area of Business Exit/Succession Planning

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