Patricia A. Moore,  CFP<sup>&reg;</sup> - Financial Advisor

Patricia A. Moore, CFP®

Senior Vice President

Verde Wealth Group

3555 Timmons Lane, Suite 910
Houston, TX 77027
FINANCIAL ADVISOR'S WEBSITE
(713) 929-3250 CONNECT WITH Patricia
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General

Patricia Moore is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Verde Wealth Group in Houston, TX and the surrounding communities.

Financial Advisor Overview

Patricia believes that as a planner she is in a unique position to not only touch an individual’s life but also to have a positive impact on countless others. She understands the value of planning based on her years of experience in corporate financial and strategic planning. She works with clients to educate them and create more than one way to achieve their financial goals. Patricia’s goal is to help her clients envision their future, create a plan to reach financial independence and ultimately achieve peace of mind. She believes that achieving financial independence allows people to spend their time and energy on themselves, their family, their community, or others. As a holistic planner, Patricia starts by first gaining a full understanding of the client’s unique perspective and values. She helps clients better understand their own relationship with money and create a balance that allows them to enjoy the present moment and still work towards achieving their future goals. Patricia uses an integrated approach to their retirement, investment, business and charitable planning to help her clients reach their objectives. She believes that financial planning and regular consultations can benefit a client in all stages of life whether it involves creating a solid foundation, accumulating wealth, or growing and preserving the assets inside of an estate.

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Financial Advisor Experience

Patricia has over 20 years of experience working in the financial services industry. She served as President and Lead Strategist of Patlyn Consulting Group, LLC providing solutions for profitability enhancement and improved cash flow management for start-up public companies. She also served as Executive Vice President and Director of Finance for Compass Bank where she gained over 15 years of experience in financial statement evaluation, budgeting, forecasting and cash flow analysis. Patricia holds a Bachelor of Business Administration degree in Finance from Texas A&M University and a Masters of Business Administration in Finance from University of Texas at San Antonio. She is a Registered Investment Advisor of Verde Wealth Group, LLC and ValMark Securities, Inc. as well as a Registered Representative of ValMark Securities, Inc. She also holds her Life, Health and Accident Insurance license as well as her FINRA Series 7 and 66 Securities licenses. Patricia acquired her CERTIFIED FINANCIAL PLANNER TM designation in 2012.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Estate Planner

Insurance Licenses

  • Life insurance: Texas
  • Health/disability insurance: Texas
  • Property/casualty: Texas
  • Fixed annuities: Texas
  • Variable annuities: Texas

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources