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MEMBER PROFILE

 

Ray Croff

Mobius Financial Advisors

 

Member profile details

Membership level
Dallas Sponsor
First name
Ray
Last name
Croff
Title
CEO
Company
Mobius Financial Advisors
 

XPX ROLE

Chapter Sponsorship Type
Founder
 

CONTACT INFORMATION

City
Krugerville
State
Texas
 

PROFILE INFORMATION

Call me when
You want high level expertise using life insurance in business and estate planning situations
Why I/we support XPX
I work in the area of Business Exit/Succession Planning
Profession
  • Consultant
  • Insurance
  • Wealth Manager
Functional Expertise
  • Business management
  • Employee engagement/ retention
  • Exit/Transition Planning
  • Family business
  • Investments
  • Operations
  • Organizational development
  • Retirement
  • Risk management
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
CEPA, CVGA, Certified Value Builder, CAP, IAR, ChFC, CLU
Transition Planning Certification or Methodology
CEPA,CVGA, Certified Value Builder
In Business Since
2005
How to contact
940-391-5336, croff@mobiusfa.com
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