Randy Moore, ChFC®, CLU®, LUTCF®

Randy Moore, ChFC®, CLU®, LUTCF®

Financial Planner

Whether it’s a casual meeting at a client’s home, consultation in his office or retirement planning for business owners, Randy brings over 30 years of experience in financial services. 
LinkedIn Randy Moore

He has numerous designations including ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter) which hold him to the highest standards in wealth management, retirement & distribution, business succession planning and customer service.  He does this by listening to his clients then guiding them with a defined process.  It starts by learning about your goals, gather information to evaluate your current situation, determine and share suitable options, implement custom solutions and then monitor and adapt as changes are required.  A personal, customized plan is his commitment to you.

What started as a small office in Canon City, CO has grown into many lifelong clients he calls close friends and is working with multi-generational families.  He continues to travel the state to service his friends and welcomes all referrals and new opportunities. 

Randy has earned many achievement awards throughout his exceptional career but his biggest rewards are seeing his grandchildren succeed in school and sports watching their successes. His youngest, Rachel is soon to graduate high and enjoys playing soccer as a goalie.   Randy has five children ranging in age from 17-45 and 16 grandchildren, therefore he understands the needs of families today and welcomes the opportunity to guide you on your financial situation.

 

Phone 719-304-8704
Fax 719-352-3615