Denver, Colorado

Jon D. Moore

CFP®
Regional Director
Education &
Certifications

Certified Financial Planner™ (CFP®)

University of Florida, Gainesville

Financial Tip

You cannot control the Markets so focus on what you can control: Your Financial Plan and how you invest in the Markets.

About Jon
Jon grew up in South Florida and after graduating from College moved to Southern California. Jon was the President of The Moore Financial Group, LLC (read press release below) where he worked side by side with his father for over 22 years serving his clients. Jon’s emphasis and specialty involves helping meet the unique needs of entrepreneurs and family-owned businesses as they grow, protect, and transition their wealth. Jon is active in the community of Littleton, Colorado where he has lived for the past 15 years with his wife, Justan, and son, Ethan. Jon serves on numerous Non-Profit Boards and is the past President of The Littleton Rotary Club (2015-2016). Jon spends his free time volunteering, playing volleyball, and travelling with his family.
Jon's Wealth Management Team:

Advisor Partner

  • Work as an advisor team
  • Client advisory support

Sara Gardner

Wealth Advisor
CFP®

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement

Kelly Alameddin

Client Service Administrator
FPQP®

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations

Linda Ginder

Financial Planner
CFP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing

Gennifer Takacs

Associate Portfolio Manager
CFA
Latest Posts by Jon Moore

Other info: EP Wealth & Moore Financial Merger Announcement

How can Jon help?




 
Our Team