Chloe Moore
CFP®
Financial Staples
Principal & CCO
Chloe Moore
CFP®
Financial Staples
Principal & CCO
It's a privilege to help my clients realize their potential and live their greatest lives. - Chloe Moore, CFP®
Serving tech professionals locally and across the country
Chloe Moore is a Atlanta, GA fee-only financial planner. Financial Staples provides comprehensive and objective financial planning and investment management to help tech professionals in their 30s and 40s organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chloe Moore is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Chloe Moore is a fee-only financial planner at Financial Staples located in Atlanta, GA.
I’ve had the privilege of helping people realize their potential and live the life of their dreams for almost two decades. I’ve also been fortunate to work with a wide range of clients from multi-generational high net worth families to recent college graduates. With each relationship, I gain more insight into how much our emotions and our history with money has an impact on our financial decisions. When my clients experience life transitions, their investment portfolios are the last thing on their minds. They are more concerned about navigating through big life decisions or having a plan in place in anticipation of a major event. In being there for my clients, I’ve seen firsthand the benefits of going beyond investment management and developing a deeper relationship.
As a woman of color in the financial services industry, I understand the unique challenges and opportunities that come with being the only one in the room. Approximately 23% of CERTIFIED FINANCIAL PLANNER™ professionals in the United States are women, and approximately 1.7% are black. The statistics are similar for underrepresented and underserved populations in tech (women, people of color, the LGBTQ community). I’ve built my firm to address the needs of these populations. In addition to helping you grow financially, I can help you gain clarity around your ideal life, build a network of professionals who can work together to help you achieve your goals, and point you to resources that can help further your career.
Why Financial Staples? In addition to being the financial expert among my friends, I’m the go-to person for all things culinary. I love to entertain and, with my well-stocked kitchen, I’m always prepared to whip up a seated dinner for 8 at a moment’s notice. I also believe in the power of a recipe, but I know how to improvise if needed. This easily translates to a person’s financial world. With staples (good financial habits) and a recipe (financial plan), anything is possible!
If you would like to learn more about how we can work together, schedule an initial consultation.
Chloe Moore is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Financial Staples is a comprehensive, fee-only financial planning firm located in Atlanta, Georgia, and serving clients nationwide. Our vision is to make financial education and guidance accessible to the busy young professional. We believe financial planning is a process that evolves over time as our circumstances change and our lives become more complex. We’re dedicated to helping clients align their finances with their values and purpose so they can live their greatest lives.
Our clients are tech professionals in their 30s and 40s who want to make the most of their high incomes and maximize their wealth building potential. Many receive equity compensation in addition to a cash salary and bonus. As their lives become more complex, they value the expertise of an advisor so they can spend their time and energy on things that matter most to them.
Want to learn more about our process, services, and how we can work together? We invite you to visit our website and schedule an initial consultation.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Employee Benefits & Stock-Based Compensation
- Life Planning & Life Transitions
- Tax & Estate Planning
- Career Coaching & Management
Ideal Clients
- Newlyweds & Young Families
- Sudden Money Situations
- Tech Professionals
- Generation X & Y
- Variable Income Professionals
Working Together
- Virtual Meetings
- Complimentary Initial Consultation
- Hourly & Project Fees
- Monthly & Quarterly Fees
- Flexible Scheduling
Professional Designations & Affiliations
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Chloe Moore is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Chloe Moore is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Chloe Moore is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Chloe Moore is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Chloe Moore is Named to Financial Planning Magazine's List: "22 who will transform wealth management in 2022"
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Chloe Moore is Named to Financial Advisor Magazine's List : "Young Advisors To Watch"
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Chloe Moore Named Investopedia 100 Top Financial Advisors of 2021
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Chloe Moore Contributes to Morningstar
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Chloe Moore is a Member of Bankrate's Financial Review Board
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Chloe Moore is a Member of the Association of African American Financial Advisors (AAAFA)
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Chloe Moore is a Founding Member of Tech Ladies
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Chloe Moore is a Contributor to Business Insider
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Chloe Moore Named to InvestmentNews 40 Under 40 Class of 2017
Contact Chloe Moore
Office Locations:
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2020 Howell Mill Rd NW
Suite D-318
Atlanta, GA 30318
