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Nathan Moore
Professional designations
CFP, Other
Firm or Broker/Dealer name
PlanMember Securities
States licensed in
Fresno
,
California
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Investment Management
Philanthropy/Charitable Giving
Retirement/Retirement Income
Risk Management/Insurance
Time Zone
Nathan moved to Fresno in 1994 to attend Fresno State. Upon graduating with a degree in Psychology, he began his financial planning career in 1999. Nathan is the president of Agape Planning Partners, a boutique wealth management firm that assist clients with financial planning, investment advisory services, comprehensive insurance planning, and employee benefits.
After unexpectantly losing his father in 2002, Nathan found his mother in a place of shock, dismay, and confusion. As a young widow, she had never envisioned this part of life. It was at this time that Nathan realized there were many more women just like his mother, who needed guidance and advice through this life transition. In 2003 he devoted his practice to helping women in positions of transition, whether it be death, divorce, loss of job, or simply figuring out life. Today, AGAPE Planning Partners hosts 8-12 events annually to help women along their financial journeys.
Nathan resides in Fresno, CA with his wife and 3 children. He is also known as Pops to 4 grandchildren. In addition, he makes time for volunteering for a host of organizations including his fraternity Kappa Alpha Psi, The Concord Blue Devils, and Mollies House to name a few.
After unexpectantly losing his father in 2002, Nathan found his mother in a place of shock, dismay, and confusion. As a young widow, she had never envisioned this part of life. It was at this time that Nathan realized there were many more women just like his mother, who needed guidance and advice through this life transition. In 2003 he devoted his practice to helping women in positions of transition, whether it be death, divorce, loss of job, or simply figuring out life. Today, AGAPE Planning Partners hosts 8-12 events annually to help women along their financial journeys.
Nathan resides in Fresno, CA with his wife and 3 children. He is also known as Pops to 4 grandchildren. In addition, he makes time for volunteering for a host of organizations including his fraternity Kappa Alpha Psi, The Concord Blue Devils, and Mollies House to name a few.