Our Team Cyndi Nowicki Moore Certified Financial Planner™ Professional 415-389-9105 [email protected] Cyndi is a CERTIFIED FINANCIAL PLANNER™ professional and has twenty-one years of experience providing financial planning, investment advice, and management for individuals, families, non profits and pension plans. Read more Corey Losee IT Administrator Corey Loose has been our IT administrator since 2003. Read more Charis O'Connell Administrative Assistant 415-389-9105 415-380-8624 [email protected] Have a Question? Name Email Question Thank you! Oops!