Jon Moore ABFP AWMA CRPC EA FPQP PMP WMS

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