Shawna McKinney Moore

RICP®, 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) and LUTCF designation (Life Underwriter Training Council Fellow).

Although Shawna grew up in the small town of Yakima WA, her transition to Orange County in 2013 has allowed her to continue growth in the industry and develop long term relationships with a new group of clients. 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 California, Shawna is also a licensed advisor in  Arizona, Nevada, Washington, Florida & Ohio.

State Licenses:

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

Email Address:

Phone: (714) 340-5757

Learn More About Our Team

Shawna McKinney Moore

RICP®, LUTCF, Financial Advisor

David Moore

Marketing Coordinator

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