Personal Financial Advisor

MEMBERS Financial Services Located at SF Fire Credit Union

Photo of Nick Moore
C. Nicholas (Nick) Moore

Your Financial Advisor

C. Nicholas (Nick) Moore is passionate about making people feel good about their money and reaching their financial goals. He has been in the financial planning business for twelve years and currently works with over 500 of our members, managing close to $65 million in assets. Nick was the very first financial advisor at SF Fire Credit Union and for the last seven years he has been working on building a successful investment and financial advisory program for all of the Credit Union’s members.

“My philosophy behind financial planning is to make sure that anyone who sits with me is informed, educated and aware of every option out there. I think it is important to speak your language, really get to know you and your needs, be approachable and most importantly, supportive.”

Nick provides services that include:

  • Retirement planning
  • Income planning
  • Investment advisory and risk management
  • Life and health insurance services
  • Stocks, bonds, mutual funds, annuities, etc.
  • Senior care financial planning

Give Nick a call or send him an email – he would love to sit and talk about your financial needs.

Contact Info

  • Phone: (415) 674-4846
  • Email: nicholas.moore@cunamutual.com or click here
  • Address: 3201 California Street, San Francisco, CA 94118

Disclaimer

MEMBERS Financial Services™ Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, make securities available to members. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR080808-6963