Kevin Moore, CFP^®, CPWA^®, AIF^®

Helping clients realize their life’s goals has been Kevin Moore’s wealth‑management philosophy for almost four decades. Kevin believes that life has many seasons — and the mindset required to accumulate wealth is often very different from the one necessary to preserve it. His work as a personal CFO for multigenerational families reflects this holistic, long‑view approach.

As a passionate community volunteer, Kevin has served on numerous nonprofit boards across San Antonio, with involvement spanning arts, education, healthcare, animal welfare, and children’s advocacy. In 2005, he partnered with fellow community leader Sally Munford to launch i•financial — a boutique wealth management firm grounded in helping clients make individual, informed, and intentional financial decisions.

Kevin is first and foremost a family man. He and his wife, Denise, met at George Washington University and married in 1988. Their daughter, Perry, now lives in Texas with her husband and their young son, Atticus, making Kevin a proud grandfather. Their son Curran is a graduate of Cal Poly’s architecture program in San Luis Obispo, CA. He is currently working as a project manager for a construction company in Dallas.

An avid runner, Kevin has completed 12 marathons (including Boston) and has traveled to more than 120 countries. He holds an MBA from St. Mary’s University and the CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Certified Private Wealth Advisor® designations.