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Professionals you can trust

Prior to joining the firm, Moya held the role of Client Associate at MC Private Wealth Management. She has completed her Certified Financial Planner (CFP®) and her Chartered Investment Manager (CIM®) designations.

Moya joined Nicola Wealth in July 2021 with over a decade of experience in the financial services industry.

Overview

Moya Cao

Client Relationship Manager

Senior Wealth Planning Associate

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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