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

WORKING TOWARD FINANCIAL INDEPENDENCE THROUGH A COMPREHENSIVE, HANDS-ON APROACH TO INVESTING

Nick Moore | Financial Advisor & Investment Advisor Representative


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 excellent attention to detail and dedication allows him to maintain high 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 ten 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, Tax-Efficient Strategies, and Estate Planning. He is a great asset to our clients and the team. Efficient, client-oriented, and highly motivated, Ken is a skilled and technical 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 upon which our firm was built.