Cyndi Nowicki Moore, CFP®

As a CERTIFIED FINANCIAL PLANNER™ professional with three decades of experience, I have dedicated my career to offering financial planning, investment advice, and management for individuals, families, nonprofits, and pension plans. Before establishing my financial planning practice, I gained valuable insights as a Financial Analyst and Accountant at Chevron Corp.

I earned my Certified Financial Planner™ (CFP®) designation in 1998 and hold a B.S. in Business Administration with an emphasis in Accounting from the University of San Francisco. My qualifications include General Securities Representative (7), Uniform Securities Agent State Law (63), Uniform Investment Advisor Law (65), all held through LPL Financial, and a California Insurance License for Life and Long Term Care Insurance (CA Insurance Lic #0B98537).

While my practice is based in Marin County, I am proud to serve clients across the United States. I focus on building personal relationships to gain a comprehensive understanding of each client's financial picture and goals. This collaboration allows me to craft personalized investment strategies tailored to their needs.

Originally from San Francisco, I am an active member of the Financial Planning Association (FPA), The Financial Services Institute, Mill Valley Chamber of Commerce, and the Fine Arts Museum of San Francisco. My past involvement includes Boy Scout Troop One, treasurer for AAUW, and board member of IAFPA. In my free time, I enjoy fine arts, travel, gardening, ballroom dancing, exercise, and spending time with family and friends.