Charitable Advisors

We at the Kimberly Moore Foundation are honored to have Jim and Lorraine Conaway of Conaway and Conaway head our Charitable Planning Department. Jim and Lorraine will help you develop a customized comprehensive plan, and walk you through their unique 6-step Clarity Curve process that will empower you with confidence and help you feel comfortable in your financial decisions.

Jim Conaway

Wealth Strategist at Conaway and Conaway

 

Jim Conaway has been helping people with their financial lives for over 28 years. As a Wealth Strategist at Conaway and Conaway, he provides comprehensive financial advice, retirement planning and insurance recommendations based on the unique wants and needs of his clients. The Six Step "Clarity Curve" is a process Jim uses to identify, create and implement custom strategies for the personal situations of those he works with. Jim Conaway possesses extensive experience in the use of prudent strategies with real estate, charitable planning, pensions, business structures, insurance and investing. Jim holds a CRC (Certified Retirement Counselor), a CSPG (Certified Specialist in Planned Giving), and a LUTCF (Life Underwriter Training Council Fellow) designation. Most recently the Orange County Business Journal has nominated Jim for the 2014 Excellence in Entrepreneurship Award. Jim is also the host of "Smart Money Talk Radio" which airs every Monday from 3-4pm on NBC affiliate AM1050. 

Lorraine Conaway

Wealth Strategist at Conaway and Conaway

 

With over 25 years of experience in the industry, Wealth Strategist Lorraine Conaway has helped clients nationwide find clarity and confidence in their financial futures. She creates comprehensive financial plans incorporating traditional values with non-traditional strategies for business owners, real estate investors, charities, families, and individuals. Together with her husband and business partner, Jim Conaway, they have raised over $22 million dollars in planned gifts for various charities.  Lorraine has been nominated for the 2011, 2012, and 2013 Women in Business Award along with 2014 Excellence in Entrepreneurship Award by the Orange County Business Journal. Most recently, she spoke as a panelist at the California Women's Conference in Long Beach, and as a keynote speaker at the Orange County Women's Business Expo. Lorraine holds a CRC (Certified Retirement Counselor), a CSPG (Certified Specialist in Planned Giving) , and a LUTCF (Life Underwriter Training Council Fellow) designation. Lorraine is also a guest co-host of 'Smart Money Talk Radio" on NBC AM 1050; Listen live every Monday from 3-4pm PST.

Learn how you can make a difference and participate in our "Planned Giving" program, "Leave a Legacy" and make large "Gift Donation" at: info@conawayandconaway.com
 
 
 

©2014 The Kimberly Moore Foundation is a 501 (c)(3) nonprofit recognized by the IRS, and all donations to the Kimberly Moore Foundation  are tax-deductible in accordance with IRS regulations.

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