John F Moore Jr, CLU®, ChFC®, AEP®, CFP®, RICP®

Wealth Management Advisor

Professional

John Moore has been a part of the financial services industry since 1977.

John is a graduate of Texas Tech University and earned his bachelor's degree in accounting.

John has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Accredited Estate Planner (AEP®), and CERTIFIED FINANCIAL PLANNER (CFP®), Retirement Income Certified Professional® (RICP®) certification designations.

 

 

CLU®: The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

ChFC®: The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

AEP®: The Accredited Estate Planner® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

CFP®: The CERTIFIED FINANCIAL PLANNER (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

RICP®: The American College of Financial Services created the Retirement Income Certified Professional® designation, taking the lead on educating the next generation of retirement income planning experts. Retirement income planning places the focus on transitioning from asset accumulation to creating a sustainable livelihood for clients in retirement. Advisors without this knowledge - or those who have a single-product solution or limited approach - will rapidly fall behind. The RICP® program offers relevant solutions to modern retirement income planning scenarios ranging from the common to the complex.

 

NAIFA John is a member of the National Association of Insurance and Financial Advisors (NAIFA). NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations.

Founded in 1890, NAIFA is the nation's largest financial services membership association. Its mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

MDRT He is also a member of the Million Dollar Round Table. MDRT is The Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. Its mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Throughout his career, John has earned a number of awards, including:

  • Million Dollar Round Table Qualifying Member (1980, 1983-1987)
  • National Quality Award (1982-1999, 2005-2006)
  • Million Dollar Round Table Qualifying/Life Member (1988-2000, 2002-2014)
  • Million Dollar Round Table Life Member (2001)
  • National Sales Achievement Award (1980, 1983-1991, 1994)
  • Past President (2001-2002) and Ex Officio Board Member (2014-2015) - Northwestern Mutual Financial Representatives Association
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck