Broker Check

Our Team

Cyndi Nowicki Moore

Certified Financial Plannerâ„¢ 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.

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Corey Losee

IT Administrator

Corey Loose has been our IT administrator since 2003.

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Charis O'Connell

Administrative Assistant

415-389-9105

415-380-8624

[email protected]

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