Joyce Moore, ChFC, LUTCF

Chartered Financial Consultant™, Life Underwriter Training

Council Fellow

Joyce Moore Financial Services/Whole Earth Investments

Retirement and Estate Planning, and Socially Responsible  Investments

Professional Focus and Services

Joyce Moore has been in the business of offering financial advice since 1981, initially focusing on working as a management  accountant for several small businesses. In 1991, she branched out  to include life, health, and disability insurance and mutual funds  in her practice and formed Joyce Moore Financial Services. She  found that she needed to "put her faith to work" and work toward  developing a practice to help clients who wished to invest with  their values.

At that point, Joyce joined the Social Investment Forum and  shifted her business priorities to include environmental concerns,  desires for world peace and justice, and a continuing intense  interest in the needs of her clients.

Today, Joyce Moore Financial Services offers clients:

  • Comprehensive financial planning
  • Tax consulting for the individual and small business
  • Retirement planning
  • Estate planning
  • Investment advice for those who wish to invest with their values
  • Asset management services
  • Trust management
  • Fee-based planning and investment management
  • Mutual funds
  • IRAs and other retirement plans
  • Retirement plan rollovers
  • Variable and fixed annuities
  • Life insurance
  • Disability insurance
  • Long-term care insurance

Professional Affiliations

  • Registered Representative and Advisory Representative, Portfolio Resources Group, Inc.
  • Member, Social Investment Forum, 1991-present
  • Member, Green America, 1991-present
  • Member, First Affirmative Financial Network, 2001-present
  • Member, National Association of Insurance and Financial Advisors, 1992-2007
  • Board Member, Lehigh Valley Association of Insurance and Financial Advisors, 1995-2007
  • President, Lehigh Valley Association of Insurance and Financial Advisors, 2000-2001
  • Director, Pennsylvania Association of Insurance and Financial Advisors, 2002-2007

Education and Experience

  • The Wharton School, University of Pennsylvania, 1974-1975
  • Lafayette College, 1984-1988
  • Life Underwriters Training Council Fellow, 1995
  • Chartered Financial Consultant, 2001
  • FINRA Series 6, 63, 65, and 7: PA, NY, NJ, NC, and KS
  • Life, Accident and Health Insurance License: PA

Community Involvement

  • Board Member, Spring Garden Children's School, 1983-1985
  • Board Member, League of Women Voters of the Easton Area, 1987-1991
  • President, League of Women Voters of the Easton Area, 1989-1990
  • BSA Den Leader, Minsi Trails Council, 1991-1995
  • Assistant Scoutmaster, BSA Troop 31, Minsi Trails Council, 1995-1997
  • Borough Councilwoman, Glendon Borough, 1992-1996
  • Council Vice President, Glendon Borough , 1996-1997
  • Trustee, United Friends School, Quakertown, Pennsylvania, 2004-present
  • Board Member and Trustee, The Philadelphia Folksong Society, 2011-present
  • Volunteer, The Philadelphia Folk Festival, 1972-present

Personal Notes

  • Who's Who in America, 2000-present
  • Who's Who of American Women, 1989-present
  • Mother of two sons, William and Kristofer


Registered Representative with Portfolio Resources Group, Inc., member FINRA, SIPC, MSRB, SIFMA. OSJ office at Portfolio Resources Group (PRG), 800 Brickell Ave., Suite 903, Miami, FL 33131. (305) 372-0299.
Joyce K. Moore subscribes to a package of  professional services offered by First Affirmative Financial  Network, LLC. She is not an investment advisory representative of  First Affirmative Financial Network. First Affirmative is not an  affiliate or subsidiary of PRG.

First Affirmative Financial Network is an independent Registered  Investment Advisor (SEC File #801-56587). 

The credentials ChFC® and AIF® listed above bear trademarks.