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Helping clients realize their life’s goals has been Kevin Moore’s wealth management philosophy for almost three decades. With an extensive background in mutual funds, investments and working in emerging markets, Kevin’s experience has taught him that life has many seasons and the mindset to accumulate wealth is very different than the one necessary to preserve it.
Kevin has served as the personal CFO for many families through multiple generations. He believes in treating each client as an individual, taking the uncertainty out of financial planning and forming a true partnership while looking at the whole person, not just their financial picture. He believes in being accessible, approachable and making each of his clients feel valued.
As a passionate community volunteer, Kevin serves on the board of Children Advocates of San Antonio, as well as serving on the board of several other non-profits in San Antonio, ranging from arts, education, healthcare, animal care, and children’s issues. His passion for giving back to the community was the impetus to partner with Sally Munford, another enthusiastic community volunteer, to found i•financial, a boutique wealth management firm in 2005. Sharing the mindset that financial planning didn’t have to be complicated, their business approach and commitment to civic engagement was a perfect foundation to build i•financial and join Commonwealth Financial Network.
Kevin is first and foremost a family man; giving much of his time to his wife, Denise whom he met while attending George Washington University and married in 1988. Their daughter Perry is a graduate of Western Washington University and UT Austin. She is married and currently a teacher in San Antonio. Their son Curran is a graduate of Cal Poly’s architecture program in San Luis Obispo, CA. He is currently working for an architecture firm in California. Kevin is an avid runner, having completed 12 marathons including the Boston Marathon. He has traveled to over 117 countries.
Kevin holds an MBA from St. Mary’s University. He is a CERTIFIED FINANCIAL PLANNER™, Professional and is an Accredited Investment Fiduciary®. He is also a licensed health and life insurance agent with his FINRA series 7, 63, 65, and 24 registrations.