Our Team

Our team is committed to delivering thoughtful, coordinated strategy while removing the stress that often comes with complex decisions. We provide a high-touch experience guiding you through each step with clarity, responsiveness, and care.

Moonshot Financial Group helps you bring your financial life into alignment, so your money supports the life you're actually trying to build.

We partner with individuals, families and business owners who know they're capable of more and want their money to reflect it. Through strategic planning, disciplined investing , and meaningful conversations about what truly matters, we turn complexity into clarity and momentum. This isn't just about growing wealth it's about building freedom, creating options, and designing a life and legacy that feels fully aligned with who you are and where you're going.

Notary Public

As part of our commitment to comprehensive service, we provide in-office and mobile notary support for important financial and legal documents. It is one more way we provide concierge-level support, discretion, and peace of mind at every step.

Certified Merger & Aquisition Advisor CM&AA

This designation reflects our depth in business value, transitions and what happens at the most pivotal financial moments in your business. For business owners this isn't just technical knowledge its a form of protection. Knowing how your business is valued, how a deal is structured, and how to align that outcome with your personal financial plan is what turns a transaction into a true milestone.

At Moonshot working with a CERTIFIED FINANCIAL PLANNER™ professional isn't just a credential its a standard.

The CFP designation represents one of the hightes levels of training, ethics, and fiduciary responsibility in our industry. It means we are held to a higher standard, one that prioritizes thoughful strategy and your best interest at every step. Our aim is to provide guidance that simplifies complexity, protects what you've built and helps you move forward with clarity and confidence.

^{our team}
Our Team Of Dedicated Professionals

Asului Ortiz

Client Experience Coordinator

Cynthia Luna CFP®, CM&AA

Founder and Lead Advisor

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

One small shift in how you handle your money can change the entire trajectory of your life.

Let us know you'd like to take those steps with us.

130 Chieftain
Suite 101
Waxahachie, TX 75165

Cynthia.Luna@moonshotfinancialgroup.com

469-272-4640

Address

Thank you! Your message has been received. Oops! Something went wrong. Please try again.