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Who We Are
Marin Financial Investment & Retirement Planning

Cynthia Nowicki Moore CFP®

Cyndi is a CERTIFIED FINANCIAL PLANNER™ professional and has twenty-one years of experience providing financial planning, investment advice, and management for individuals, families, non profits and pension plans.  Prior to starting her financial planning practice, Cyndi worked as a financial analyst and accountant at Chevron Corp.

She attended the University of San Francisco and received a B.S. in Business Administration. She holds the following registrations and licenses: General Securities Representative (7), Uniform Securities Agent State Law (63), and Uniform Investment Advisor law (65) and a California Insurance License for Life and Long Term Care Insurance.  She obtained the Certified Financial Planner™ (CFP®) designation in 1998. 

Her business is located in Mill Valley and has clients all over the United States.  She takes great pride in developing personal relationships with her clients to ensure that she appropriately understands their complete financial picture and goals. By working together, Cyndi is able to provide personalized investment strategies and service for her clients.

In 2008, just before the financial crisis, Cyndi joined a selected delegation of 56 Financial Planning Association (FPA) members from across the U.S. and together they traveled to Russia through the People to People (PTP) Ambassador program. This was an opportunity for FPA members to form alliances with Russia’s financial professionals. The goal of the delegation was to understand how financial services are being shaped in Russia and to see how Russians have developed their banking, securities, investment advisory, insurance, tax and financial planning offerings since the end of Communism and after the collapse of the ruble. The Russians advised that it could happen to the US. The US delegation disagreed. Cyndi arrived back in the United States to witness the largest financial collapse in the US since the Great Depression.

A native San Franciscan, Cyndi is currently a member of the Financial Planning Association (FPA), The Financial Services Institute, Mill Valley Rotary Club, Fine Arts Museum of San Francisco, The Bay Club and The Commonwealth Club. She was active in Boy Scout Troop One, a former treasurer of AAUW and a board member of the IAFPA (the organization for financial planners before the FPA).   She enjoys fine arts, travel, gardening, ballroom dancing, exercise and spending time with family and friends.

Jennifer Bull, Paraplanner

Jennifer is a new member of Cyndi’s team, and has since become an invaluable asset to the office. Currently, Jennifer provides extensive marketing, operations, and administrative skills, in addition to reviewing client materials and investments. Jennifer has more than 25 years of experience in the private and nonprofit sectors and has pursued a continual interest in the intersection of the private and social sectors.  She was a senior consultant to public and nonprofit organizations, advising diverse clients on strategic planning, civic engagement, and communications planning issues.  Previously, she spent several years in commercial banking in various roles including client management, business analysis, and loan underwriting.  In 2013, Jennifer decided to return to graduate school to become a Marriage and Family Therapist, with a particular focus on helping families and couples navigate the complexities of relationships and money. 

Jennifer has a B.A. in Comparative Literature from Smith College and an M.B.A. in Finance and Management from Columbia Business School.  She will complete her M.S. degree in Counseling/Psychology at Dominican University of California in May 2017. In addition to her graduate studies, she provides counseling to middle school students through a non-profit agency based in Marin.  She is married, with two school-aged daughters. When not working and studying, she enjoys cooking, reading, gardening, tennis, and traveling.

Jennifer Bull is not registered with Royal Alliance Associates.

Rachel Pendleton, Intern and Social Media Coordinator

Rachel Pendleton has worked with Cyndi since 2015, assisting with administrative tasks, client services, and social media upkeep such as Facebook, newsletters, and website management. Rachel is also involved in preliminary investment review, and database management utilizing our financial planning software.  Rachel grew up in Marin County, and studies Political Science and Sociology at New York University. Rachel plans to attend law school upon graduation, and hopes to practice law in the Bay Area in the future. 

Rachel Pendleton is not registered with Royal Alliance Associates.

Corey Loose

Corey Loose has been our IT administrator since 2003.

Corey Loose is not registered with Royal Alliance Associates, Inc.

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  Securities and advisory services offered through Royal Alliance Associates, member FINRA/SIPC.  Additional advisory services offered through NWF Advisory Services, Inc. a registered investment adviser not affiliated with Royal Alliance Associates.  

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