Cynthia Nowicki Moore
Principal at Cynthia Nowicki Moore, CFP
- Role
- Financial Advisor at LPL Financial
- Location
- Novato, CA, US
- LinkedIn followers
- 500 followers
About Cynthia Nowicki Moore
Cyndi, a CERTIFIED FINANCIAL PLANNER(TM), brings more than 30 years of expertise in financial planning, investment advice, and asset management to clients throughout the San Francisco Bay Area and beyond. Her clients include individuals, families, business owners / entrepreneurs, professionals, artists, nonprofits, and pension plans. Prior to opening her practice, she served as a financial analyst and accountant at Chevron Corp.Financial Planning • Wealth Management • Retirement Planning & Distribution • Portfolio Analysis • Investments & Asset Allocation • 401k Rollovers • Roth Conversions • Long-term Care, Disability & Life Insurance • Education Planning
Experience
Financial Advisor
Sep 2025 — Present · Novato, CA, US
Education
University of California, Berkeley
Financial Planning
University of San Francisco
BS, Accounting
College for Financial Planning
CFP Professional Education Program, Financial Planning
Skills
- Risk Management
- Portfolio Management
- Financial Advisory
- Financial Planning
- Strategic Planning
- Asset Management
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Registered Investment Advisor
- Wealth Management
- Financial Services
- Personal Finance
- Budgets
- Finance
- Financial Analysis
- Certified Financial Planner
- Securities
- Estate Planning
- Public Speaking
- Investment Advisory
- Investment Strategies
- Small Business
- Investment Advisory Services
- Investments
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