Nick Moore, Cfp®

Nick Moore, Cfp® Email and Phone Number

Managing Partner and 401(k) Plan Specialist @ PlanForge Consulting
Dallas, TX, US
Nick Moore, Cfp®'s Location
Dallas, Texas, United States, United States
Nick Moore, Cfp®'s Contact Details

Nick Moore, Cfp® work email

Nick Moore, Cfp® personal email

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About Nick Moore, Cfp®

My Philosophy of Life:"I am of the opinion that my life belongs to the whole community and as long as I can live, it is my privilege to do for it what ever I can. I want to be thoroughly used up when I die, for the harder I work, the more I live. I rejoice in life for its own sake. Life is no "brief candle" to me. It is a splendid torch which I have got hold of for the moment, and I want to make it burn as brightly as possible before handing it on to future generations." -- George Bernard Shaw"We make a living by what we get, but we make a life by what we give."-Winston Churchill

Nick Moore, Cfp®'s Current Company Details
PlanForge Consulting

Planforge Consulting

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Managing Partner and 401(k) Plan Specialist
Dallas, TX, US
Employees:
1
Nick Moore, Cfp® Work Experience Details
  • Planforge Consulting
    Managing Partner And 401(K) Plan Specialist
    Planforge Consulting
    Dallas, Tx, Us
  • Ideology Multi-Family Office
    Cfp®, 401K Specialist / Wealth Advisor
    Ideology Multi-Family Office Sep 2024 - Present
    Dallas, Texas, United States
    As a CFP®, Wealth Advisor at Ideology Multi-Family Office, I focus on tax optimization strategies for business owners and families. I offer complimentary financial planning and implementation for veterans and active military personnel, empowering them to take control of their financial future. Additionally, I tailor strategies for business owners to build a secure financial foundation for themselves and their employees, ultimately leading to stronger businesses and communities.… Show more As a CFP®, Wealth Advisor at Ideology Multi-Family Office, I focus on tax optimization strategies for business owners and families. I offer complimentary financial planning and implementation for veterans and active military personnel, empowering them to take control of their financial future. Additionally, I tailor strategies for business owners to build a secure financial foundation for themselves and their employees, ultimately leading to stronger businesses and communities. God is Good! Show less
  • Be The Change Foundation
    Founder
    Be The Change Foundation Oct 2013 - Present
    Dallas/Fort Worth Area
    -Starting in January of 2018 we will begin our "Cause of the Month" campaign where donations accrued over each month will be given to a specific cause. To learn more about how this process works and how to be involved please visit our Facebook page at https://www.facebook.com/BeTheChangeFoundationTexas/ -Sponsored Alex's Lemonade Stand to raise funds and awareness for pediatric cancer research at the University of North Texas campus for Spring and Fall semesters… Show more -Starting in January of 2018 we will begin our "Cause of the Month" campaign where donations accrued over each month will be given to a specific cause. To learn more about how this process works and how to be involved please visit our Facebook page at https://www.facebook.com/BeTheChangeFoundationTexas/ -Sponsored Alex's Lemonade Stand to raise funds and awareness for pediatric cancer research at the University of North Texas campus for Spring and Fall semesters, 2014.-Recruiting active volunteers to participate in the Big Brother & Sister Program in Denton, Texas to help the over 1000 at risk children still looking for a mentor.-Organized and participated with the Salvation Army "Angel Tree" program from 2014-2016 to help adopt over 130 angels so that kids could experience the feeling of opening presents on Christmas Morning.Be The Change Foundation's Mission:To empower our members and followers, to have at their fingertips the power to spark a change, spread an idea, and directly impact the lives of those who are in need. By casting stones across the water, we will create ripples, and ultimately waves.#BeTheChange Show less
  • Jpmorgan Chase & Co.
    Private Client Banker
    Jpmorgan Chase & Co. May 2022 - Sep 2024
    Dallas, Texas, United States
    I have the opportunity to be the liaison for my clients in all aspects of their financial plan. I will navigate them through every aspect of their plan, including but not limited to: insurance, investments, lines of credit, auto & home financing, commercial lending, banking products, tax planning, estate planning.I serve as someone who can delegate the appropriate financial planning tasks to meet the goals of my clients. I will provide hands-on, personal service for my clients, in order… Show more I have the opportunity to be the liaison for my clients in all aspects of their financial plan. I will navigate them through every aspect of their plan, including but not limited to: insurance, investments, lines of credit, auto & home financing, commercial lending, banking products, tax planning, estate planning.I serve as someone who can delegate the appropriate financial planning tasks to meet the goals of my clients. I will provide hands-on, personal service for my clients, in order to understand their financial picture; guiding them through the processes, and the people involved in achieving their goals, while maximizing value and creating peace of mind. Show less
  • The Ritz-Carlton Hotel Company, L.L.C.
    Bartender
    The Ritz-Carlton Hotel Company, L.L.C. Feb 2017 - Feb 2022
    Dallas/Fort Worth Area
    The opportunity to work for the Ritz-Carlton puts me in the top 1% of hospitality professionals. To be surrounded by "Ladies & Gentleman" who are the best at what they do helps me become a better person in all aspects of my life. Also with the clientele that is associated with the Ritz-Carlton brand, it provides me with special access to members from all across the world who are the best at what they do. By being able to spend even a few moments learning from their life experiences is one of… Show more The opportunity to work for the Ritz-Carlton puts me in the top 1% of hospitality professionals. To be surrounded by "Ladies & Gentleman" who are the best at what they do helps me become a better person in all aspects of my life. Also with the clientele that is associated with the Ritz-Carlton brand, it provides me with special access to members from all across the world who are the best at what they do. By being able to spend even a few moments learning from their life experiences is one of the most rewarding aspects of my job. The Ritz-Carlton is truly the best in the hospitality industry and I am very thankful to have the opportunity to learn from the best. Show less
  • Children'S Health
    Volunteer- Sitter
    Children'S Health Dec 2012 - Mar 2019
    Dallas, Texas
    I have the privilege of volunteering at one of the most amazing hospitals in Dallas. I am a sitter whose responsibility is to provide company, cheers, and laughter to children from 2 weeks to 17 years old when parents and family members are unable to be with them due to other obligations. There is nothing more rewarding than being around these kids who are going through some of the most difficult times in their life's and see them full of smiles and cheers while so many of us get bent out of… Show more I have the privilege of volunteering at one of the most amazing hospitals in Dallas. I am a sitter whose responsibility is to provide company, cheers, and laughter to children from 2 weeks to 17 years old when parents and family members are unable to be with them due to other obligations. There is nothing more rewarding than being around these kids who are going through some of the most difficult times in their life's and see them full of smiles and cheers while so many of us get bent out of shape over some of the smallest issues. "Be thankful and appreciate all that you have in life because many others aren't as lucky."-Unknown Show less
  • Moore Investment Solutions Llc.
    President
    Moore Investment Solutions Llc. Feb 2018 - Jul 2018
    Quinlan, Texas
    In February of 2018 I decided to be my own Registered Investment Advisor. In the past I worked for firms that only looked at clients based on their net worth or the applicability to sell a certain product line. This led to a problem because I believe in order to make a impact in our communities we have to be willing to help all investors regardless of their financial situation. The ability to create and implement unique financial plans based on each clients goals and needs is one one of the… Show more In February of 2018 I decided to be my own Registered Investment Advisor. In the past I worked for firms that only looked at clients based on their net worth or the applicability to sell a certain product line. This led to a problem because I believe in order to make a impact in our communities we have to be willing to help all investors regardless of their financial situation. The ability to create and implement unique financial plans based on each clients goals and needs is one one of the best feelings in this world. The ultimate goal for Moore Investment Solutions isn’t about accumulating Assets Under Management or to charge a certain fee. The ultimate goal for us is to help inspire novice and experienced investors alike to become independent and secure in their financial futures. When you do a great job for the right reasons, success is inevitable! Show less
  • Massmutual
    Financial Services Representative
    Massmutual Feb 2017 - Jan 2018
    Dallas/Fort Worth Area
    My opportunity to sit down with individuals, families, and business owners to help them navigate through life's unexpected twists and turns is of great importance to me. We we're all put here on this earth to find our "WHY" and use it in the form of service to others. I truly believe that this is mine and by helping my clients with comprehensive planning we are able to prepare them for everything that may come their way. My practice utilizes over 70 different investment and insurance… Show more My opportunity to sit down with individuals, families, and business owners to help them navigate through life's unexpected twists and turns is of great importance to me. We we're all put here on this earth to find our "WHY" and use it in the form of service to others. I truly believe that this is mine and by helping my clients with comprehensive planning we are able to prepare them for everything that may come their way. My practice utilizes over 70 different investment and insurance companies to tailor fit the best risk management and investment strategies together for each individual. This is done so that my clients can always have peace of mind knowing that they have the best options in place for their family and themselves."Success means we go to sleep at night knowing that our talents and abilities were used in a way that served others."- Marianne Williamson MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. Show less
  • Omni Hotels
    Lobby Bartender/Supervisor
    Omni Hotels Oct 2011 - Jan 2017
    I am head bartender in the Lobby bar at the #1 ranked Omni hotel in the United States, I also opened the Texas Spice bar when the hotel opened 11/11/11, we are also the #1 ranked Lobby bar and F&B out of all the Omni's in the U.S. During the job fair that took place over a 4 day span at the convention center. Over 8000 people turned in applications and only 200 were hired. Out of those 200, 6 bartenders. I was one of those 6 and also the youngest of the group.
  • National Dealer Alliance
    Finance And Profits Consultant
    National Dealer Alliance Jun 2013 - Dec 2013
    Irving, Texas
    Part of a team that works with Auto dealerships around the nation by consulting with Owners and General Managers with ideas and products to increase profitability, client retention, and quality of service from the Finance and Insurance Department.
  • Northwestern Mutual
    Collage Agent/Consultant/Representative
    Northwestern Mutual May 2012 - Jun 2013
    Dallas/Fort Worth Area
    I get to build lifelong relationships with clients by helping them attain financial security and protection from lifes unexpected hazards. I also provide them, their children, and their families with the tools to reach their full potential without the fear of financial issues being a concern that may normally hamper them from achieving their dreams. "If you love your job you will never work a day in your life." I finished as the #1 intern for the Summer class of North Texas with 19… Show more I get to build lifelong relationships with clients by helping them attain financial security and protection from lifes unexpected hazards. I also provide them, their children, and their families with the tools to reach their full potential without the fear of financial issues being a concern that may normally hamper them from achieving their dreams. "If you love your job you will never work a day in your life." I finished as the #1 intern for the Summer class of North Texas with 19 clients and $16000 Premium. I was ranked #7 in the Nation at the end of the Summer Internship, while also working full time at the Omni HotelCurrently Studying to take my Series 6/63 licensing exams Show less
  • Hyatt Regency
    Bartender
    Hyatt Regency May 2011 - Oct 2011
  • Darden Restaurants
    Server
    Darden Restaurants Sep 2010 - Jun 2011
  • Applebee'S
    Server
    Applebee'S Jul 2007 - Jul 2010

Nick Moore, Cfp® Skills

Financial Advisory Bartending Hospitality Food And Beverage Hospitality Management Customer Service Hotels Customer Satisfaction Social Networking Sales Restaurants Customer Retention Wine Insurance Life Insurance Catering Event Planning Facebook Leadership Marketing Recruiting Teamwork Training Event Management Powerpoint Process Scheduler Microsoft Excel Microsoft Word Cold Calling Outlook Budgets Management Employee Relations Social Media

Nick Moore, Cfp® Education Details

Frequently Asked Questions about Nick Moore, Cfp®

What company does Nick Moore, Cfp® work for?

Nick Moore, Cfp® works for Planforge Consulting

What is Nick Moore, Cfp®'s role at the current company?

Nick Moore, Cfp®'s current role is Managing Partner and 401(k) Plan Specialist.

What is Nick Moore, Cfp®'s email address?

Nick Moore, Cfp®'s email address is ni****@****hoo.com

What is Nick Moore, Cfp®'s direct phone number?

Nick Moore, Cfp®'s direct phone number is +197280*****

What schools did Nick Moore, Cfp® attend?

Nick Moore, Cfp® attended Southern Methodist University, University Of North Texas, Texas A&m University-Commerce, High School.

What skills is Nick Moore, Cfp® known for?

Nick Moore, Cfp® has skills like Financial Advisory, Bartending, Hospitality, Food And Beverage, Hospitality Management, Customer Service, Hotels, Customer Satisfaction, Social Networking, Sales, Restaurants, Customer Retention.

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