John Moore, EA
Phone: 510-494-2070
John founded Moore Financial Services in 1983 when he offered to prepare tax returns for his co-workers at United Airlines. In 1985 he earned his Enrolled Agent’s license, and left United to devote his efforts full time to his growing tax practice. With the help of his wife Claire, John’s practice expanded to include financial and retirement planning, as well as business services. John prides himself in his ability to offer his clients services that can help them in all aspects of their finances. His areas of experience range from income tax preparation for individuals and businesses, to tax planning, to financial, retirement, and estate planning. He also assists clients with life insurance and long-term care needs. John is a member of the National Association of Enrolled Agents, the California Society of Enrolled Agents, and a graduate of the National Tax Practice Institute. A motorcycle enthusiast, John is a member of and one of the 5 founders in 1971 of the BMW Motorcycle Owners of America. He has also taken up golf, and enjoys spending some time out on the greens. 
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OSJ Manager, Registered Principal, National Planning Corporation (NPC)|
39275 State St Phone: (510)494-2070 |
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC. Advisory services offered through The Planners Network (TPN), a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Advisor representative registration requirements, or an applicable exemption or exclusion. Moore Financial Services, TPN and NPC are separate and unrelated companies.
The performance information provided herein has not been verified or audited by NPC for accuracy. The calculations do not comply with Association for Investment Management and Research (AIMR) standards and should be used only as a general guide to performance.