Shawna McKinney Moore

RICP®, FSCP®, LUTCF® / Financial Advisor

Shawna McKinney Moore has been involved in the insurance and financial services industry from a very early age. She worked in her parent’s insurance agency as a high school student and ran her own agency at 23. With over 20 years of experience, she has developed not only a keen understanding of industry trends and innovative solutions, but she has provided clients with many options to manage financial wealth and insurance for life long protection. Shawna values a very connected client focused approach treating each client’s needs based on their life goals. Shawna has also acquired the RICP® designation (Retirement Income Certified Professional), FSCP (Financial Services Certified Professional) and LUTCF designation (Life Underwriter Training Council Fellow).

Although Shawna grew up in the small town of Yakima WA, she has continued growth in the industry and develop long term relationships with new groups of clients in both Arizona and California. Shawna believes that the core of this industry is about making a connection with her clients that extends beyond transactions and is built on relationships. Besides being licensed in Arizona & California, Shawna is also a licensed advisor in Nevada, Washington, Florida & Ohio.

State Licenses:

AZ #5759354, CA #0I20236, WA #150069, NV #3380801, FL #W519107, OH #1236940

Email Address: shawna@mckinneymoore.com

Arizona Phone: (480) 935-9955

California Phone: (714) 340-5757

Learn More About Our Team

Shawna McKinney Moore

RICP®, FSCP®, LUTCF®,
Financial Advisor

David Moore

Marketing Director

Arizona Phone (480) 935-9955

California Phone (714) 340-5757

 

State Licenses:  AZ #5759354, CA #0I20236, WA #150069, NV #3380801, FL #W519107, OH #1236940 , AK #3001623585
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.