Kevin R. Moore, Cfp®, Mba Email & Phone Number

As a Certified Financial Planner™ and Investment Advisor Representative, I am passionate about helping individuals and families in the Frederick, MD area build and protect their wealth. With a deep knowledge of financial planning, investments, insurance, and tax strategies, I provide comprehensive guidance to achieve your goals. I am actively involved in the local community, serving on boards for the Rotary Club of Carroll Creek, Federated Charities Corporation, Habitat for Humanity, and the Frederick County Chamber of Commerce. As a co-owner of Moore Financial, I truly appreciate the opportunity to get to know my clients and develop lasting relationships built on trust, integrity, and personalized service***Moore Financial is an independent sales agent and not an employee of Cambridge Investment Research, Inc.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.

Listed skills include Customer Service, Ability To Listen, Attention To Detail, Risk Management, and 1 others.