Cynthia Nowicki Moore, CFP

Cynthia Nowicki Moore, CFP We provide financial planning, risk and investment management for individuals, families, trusts, and not affiliated with Royal Alliance.

Cyndi is a Certified Financial Planner™ with over 20 years of experience providing investment management and financial planning to individuals, families and pension plans. Prior to starting her investment management practice, Cyndi worked as a financial analyst and accountant at Chevron Corp. Her practice is located in Mill Valley, California with clients nationwide. Cyndi takes great pride in dev

eloping personal relationships with her clients to ensure that she appropriately understands their complete financial picture and goals. By working together, Cyndi is able to provide the highest level of personalized investment strategies and service for her clients. She holds the following registrations and licenses: General Securities Representative (7), Uniform Securities Agent State Law (63), and Uniform Investment Advisor law (65) and a California Insurance License for Life and Long Term Care Insurance. She obtained the Certified Financial Planner™ (CFP®) designation in 1998. Cyndi’s credentials include:

• BS, University of San Francisco
• Certified Financial Planner (CFP®)
• Member Financial Planning Association (Former Board Member IAFP)
• Member Mill Valley Rotary
• Member NEW of Marin, Woman Owned Marin Businesses and Marin Business Forum
• Former Treasurer of the American Association of University Women (AAUW)



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http://www.sipc.org/
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Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Additional advisory services offered through NWF Advisory Services, Inc.

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Stocks powered ahead in the third quarter as solid economic data, strong corporate results, and a positive shift in Fed policy drove market momentum.

Address

519 Redwood Highway, Suite 5280
Mill Valley, CA
94941

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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