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CPA | PFS | FINANCIAL ADVISOR | FOUNDER | MANAGING MEMBER
Johnny Moore, CPA/PFS brings over four decades of professional experience in the accounting and financial services fields to the table to assist his clients and help them reach their life goals. He founded Navigation Financial Group of Amarillo LLC in October 2003. Since then, he has been providing holistic financial planning services, consulting services, tax planning services, wealth management services, retirement planning services and investment advisory services to individuals and businesses in the Texas Panhandle and beyond. Johnny feels that his unique background and his desire to help people set him apart in his fields of expertise. By adhering to the profession's rules of conduct and taking his fiduciary duty to heart, Johnny always puts his clients “best interest” first and above his own. Honesty, independence and integrity are not just words but the mantra Johnny operates by. “I understand the emotions my clients attach to their money and the high expectations they hold me to.”
Johnny is the Managing Member of the firm. He is a Registered Representative with Securities America Inc., Broker-Dealer and a Registered Investment Advisor with Securities America Advisors Inc. He holds Series 7 Securities License, a Series 66 Securities License and an Insurance License for Texas to sell Life Insurance, Annuities, Long-Term Care Insurance and Disability Insurance. He also holds a Texas CPA License he obtained in 1982 and a PFS (Personal Financial Specialist) designation through the American Institute of CPA’s. In 1989, Johnny co-founded a CPA firm in Amarillo which became one of the largest CPA firms in the Panhandle over the next 11 years. In 2001, he joined another local CPA firm that specialized in tax and high net worth clients. In 2003 Johnny founded Navigation Financial Group of Amarillo LLC as a branch office of a large financial service firm in Dallas, Navigation Financial Group. “ I firmly believe my experience in business, my entrepreneurial spirit, my accounting and tax background and many years of continuing education benefit my clients, staff and the community I serve.”
Johnny is a proud native of Amarillo, Texas. He has always strived to give back to the community by serving on non-profit boards in positions of leadership and other community activities. Johnny has three grown children, three grandchildren and his mother and step-father along with numerous aunts, uncles and cousins. Johnny enjoys golf, fishing and traveling. He enjoys spending time with family and friends.
“I appreciate and value my client relationships and the trust my clients bestow in me. The greatest compliment I receive is when one of my clients refer me to a family member, friend or business associate. I will do my best to never let them down.”