“The knowledge and experience necessary to help you achieve goals, maximize assets and build towards your financial freedom.”


Nick Moore | Financial Advisor

Over the past 20 years, Nick has worked with over 1,850 clients, managed close to $275 million in investment dollars and overseen top tier investment and insurance programs at major financial institutions throughout the San Francisco Bay Area. A specialist in income optimization and retirement planning and favoring a hands-on approach to managing the complexities of customized financial planning, Nick is able to advise his clients through every aspect of their financial lives to achieve their investment goals.

Awarded many distinctions as an Investor Advisement Representative, Nick’s exemplary compliance record and dedication allow him to maintain the highest standards of honesty and integrity in every aspect of his financial planning practice.

Kathryn Nicholas | Administrative Assistant

Kathryn joined Moore Financial Advice in 2014, bringing with her over 35 years of experience in office administration gained from her former position as the Executive Assistant to the Director of Parking at the San Francisco Municipal Transportation Agency. Kathryn’s professionalism, attention to detail, and follow through are valuable assets to our firm.