Former Director of Membership & Services at 4 Mile Historic Park
Proud father of 2 & several animals
JD degree from Washburn University
Will video conference with clients to make it easier
As a Wealth Advisor at Trilogy Financial, Paul Moore helps clients make educated decisions and work towards their financial goals. Before joining Trilogy’s Denver office in 2016, Mr. Moore served his community by working ten years at a local non-profit cultural organization where he served as the Director of Membership & Guest Services. Prior to that, Mr. Moore worked as an attorney in both solo and small firm practices specializing in pension law, contracts and business associations. He earned his undergraduate degree from The Colorado College and his J.D. from Washburn University School of Law. In addition to his law license, he holds a Series 65 license and an Insurance License that allows him to help clients with life, health, disability and long-term care insurance. He loves spending time with his family and collaborating with his wife in raising their two children. In his spare time, he enjoys dinners with friends, taking in the local art scene and going to Broncos games.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.