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


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. With extensive experience in income optimization and retirement planning and favoring a hands-on approach to managing the complexities of customized financial planning, Nick can advise his clients through every aspect of their financial lives to help achieve their investment goals.

As an Investment Advisor Representative, Nick’s exemplary attention to detail and dedication allow him to maintain the highest standards of honesty and integrity in every aspect of his financial planning practice.

Ken Henson II, CFP® | Associate Financial Advisor

Ken is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 10 years of financial experience. During his time as a representative with The Vanguard Group and LPL Financial, he provided clients with a wide array of financial guidance. Ken has detailed knowledge of all stages of the financial planning process with experience in Investment Management, Financial Planning, Employee Benefits, and Tax-Efficient Strategies and Estate Planning. He is a great asset to our clients and the team. Efficient, client-oriented, and highly motivated, Ken exemplifies the ideal financial planning professional.

Rebecca Hoover | Administrative Assistant

A recent addition to our firm, Rebecca brings years of office management experience in the technology and medical sectors. She has a keen eye for detail and places great value in promoting the honest, conscientious work ethic that Moore Financial Advice’s clients have come to expect. Rebecca’s geniality, confidentiality, and professionalism demonstrate the values that our firm was build upon.