Our Team

Cyndi Nowicki Moore

Certified Financial Plannerâ„¢ Professional


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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Have a Question?

Cyndi Nowicki Moore
Cyndi Nowicki Moore (415) 389-9105
Cynthia Nowicki Moore, CFP