Jon Moore, ABFP, AWMA, CRPC, EA, FPQP, PMP, WMS,
Financial Advisor
Welcome! Everyone is unique and has a story; I look forward to understanding yours, and helping you achieve your potential. As you look for an advisor, remember the three C’s: Competence, Character, and Chemistry. I believe my personal experience of over 20- years in business management, and 7-years serving as a church Elder will help me get to know you, your business, and normalize sensitive conversations about money and life’s challenges in a professional and confidential manner without judgement. I look forward to talking with you. I work with individuals and business owners to educate and tailor financial plans to improve efficiencies and achieve your goals by offering:
- Financial Advising and Planning
- Wealth Management
- Risk Management
- Tax Services
Professional credentials:
- NASAA Series 65 Uniform Investment Advisor Law
- FINRA Securities Industry Essentials (SIE)
- Accredited Behavioral Finance Professional (ABFP)
- Accredited Wealth Management Advisor (AWMA)
- Chartered Retirement Planning Counselor (CRPC)
- Financial Paraplanner Qualified Professional (FPQP)
- Wealth Management Specialist (WMS)
- Ramsey Solutions Master Financial Coach
- WA Insurance Producer #1218643 (Life, Disability, Property,
- Casualty)
- Project Management Professional (PMP) #1228071
- BSEE – University of Wisconsin
- Securities Registration – Series 6 and 63
- Enrolled Agent
Office:
503 Hwy 20, 2nd Floor Suite 5
Winthrop, WA 98862