After a successful in-person launch in February at the Left Bank Brasserie in Larkspur, we are excited to do it again on March 8th!
Speaker:
Cyndi Nowicki Moore, CFP®
Financial Advisor
Cyndi is a certified financial planner in practice for the past 25 years. A native of San Francisco, she studied at The University of San Francisco, University of California - Berkley and the College for Financial Planning in Denver. As a fiduciary she helps individuals, families, non-profits and pension plan participants with their investments. Additionally she provides comprehensive financial planning reviews addressing financial goals, insurance needs, current investment portfolios, retirement assets, taxes and estate plans. Her priority is to focus 100% on the needs of the client so she can then guide them to lasting solutions.
Note: To ensure the safest possible experience, we are asking that all attendees take a home Covid antigen test within the hour of attending (and bring a photo showing your negative result). Come ready to show your vaccination card and proof of negative Covid test.
We will meet at 6pm - in the back room at the Leftbank Brassiere, in Larkspur.
Looking forward to seeing you in person, March 8th!
show less
Speaker:
Cyndi Nowicki Moore, CFP®
Financial Advisor
Cyndi is a certified financial planner in practice for the past 25 years. A native of San Francisco, she studied at The University of San Francisco, University of California - Berkley and the College for Financial Planning in Denver. As a fiduciary she helps individuals, families, non-profits and pension plan participants with their investments. Additionally she provides comprehensive financial planning reviews addressing financial goals, insurance needs, current investment portfolios, retirement assets, taxes and estate plans. Her priority is to focus 100% on the needs of the client so she can then guide them to lasting solutions.
Note: To ensure the safest possible experience, we are asking that all attendees take a home Covid antigen test within the hour of attending (and bring a photo showing your negative result). Come ready to show your vaccination card and proof of negative Covid test.
We will meet at 6pm - in the back room at the Leftbank Brassiere, in Larkspur.
Looking forward to seeing you in person, March 8th!
After a successful in-person launch in February at the Left Bank Brasserie in Larkspur, we are excited to do it again on March 8th!
Speaker:
Cyndi Nowicki Moore, CFP®
Financial Advisor
Cyndi is a certified financial planner in practice for the past 25 years. A native of San Francisco, she studied at The University of San Francisco, University of California - Berkley and the College for Financial Planning in Denver. As a fiduciary she helps individuals, families, non-profits and pension plan participants with their investments. Additionally she provides comprehensive financial planning reviews addressing financial goals, insurance needs, current investment portfolios, retirement assets, taxes and estate plans. Her priority is to focus 100% on the needs of the client so she can then guide them to lasting solutions.
Note: To ensure the safest possible experience, we are asking that all attendees take a home Covid antigen test within the hour of attending (and bring a photo showing your negative result). Come ready to show your vaccination card and proof of negative Covid test.
We will meet at 6pm - in the back room at the Leftbank Brassiere, in Larkspur.
Looking forward to seeing you in person, March 8th!
read more
Speaker:
Cyndi Nowicki Moore, CFP®
Financial Advisor
Cyndi is a certified financial planner in practice for the past 25 years. A native of San Francisco, she studied at The University of San Francisco, University of California - Berkley and the College for Financial Planning in Denver. As a fiduciary she helps individuals, families, non-profits and pension plan participants with their investments. Additionally she provides comprehensive financial planning reviews addressing financial goals, insurance needs, current investment portfolios, retirement assets, taxes and estate plans. Her priority is to focus 100% on the needs of the client so she can then guide them to lasting solutions.
Note: To ensure the safest possible experience, we are asking that all attendees take a home Covid antigen test within the hour of attending (and bring a photo showing your negative result). Come ready to show your vaccination card and proof of negative Covid test.
We will meet at 6pm - in the back room at the Leftbank Brassiere, in Larkspur.
Looking forward to seeing you in person, March 8th!
show less
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