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Shawna M

Series 63, Series 65, Series 66

Glendale, AZ

Moore Wealth Partners, LLC

Shawna Moore is the principal of Moore Wealth Partners, LLC in Glendale, AZ, with 10 years of industry experience. She holds the Series 63, 65, and 66 designations and has worked at several firms including Foundations Investment Advisors and McKinney Financial Group. In addition to her advisory role, she operates an insurance practice offering life, annuities, and long-term care products. Moore Wealth Partners provides discretionary asset management, financial planning, and consulting primarily to individuals, high-net-worth clients, and qualified retirement plans. The firm employs a model-based investment approach executed by sub-advisors and third-party managers, with ongoing performance monitoring and regular plan reviews.

Wealth management Retirement income strategy Cash flow / budgeting General tax planning Long-term care insurance Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Approaching retirement
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