Jon Moore, ABFP, CRPC, 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)
- 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
Office:
503 Hwy 20, 2nd Floor Suite 5
Winthrop, WA 98862