Katie Moore

Katie Moore

Financial Advisor

Amazing things happen when women team up

Professional Background

As Chairperson of the Finivi Women and Wealth advisory team, Katie’s financial philosophy is deeply rooted in the idea of empowerment and education. Katie is a Certified Divorce Financial Analyst and has helped numerous women navigate and thrive following difficult life transitions.

A seasoned lead advisor, Katie is passionate about providing unparalleled support and guidance to her clients and building long lasting relationships that encompass her commitment to helping them achieve financial independence. “Amazing things happen when women team up” is truly Katie’s mantra.

Katie has a B.A. in Business Administration & Finance from California State University and is originally from Northern California.

Personal Pursuits

Katie is an active member of her community where she and her husband are raising two beautiful children.