Currently
Founder, Financial Staples
Resides In
Atlanta, GA
Education
University of Alabama
Expertise
Equity Compensation, Hom🍰e Ownership, Employee Benefits, Financial Planning, Wealth Management
Company Info
Summary
- Chloe is the founder of Financial Staples, a virtual, fee-only financial planning firm, bringing 20 years of experience and serving a wide range of clients.
- She is a contributor to Business Insider and serves on the Financial Advisory Board for Bankrate and LendEDU.
- Her advice has been featured in Financial Advisor, Wealth Management, NerdWallet, US News & World Report, and many more.
- Chloe has been recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017, Financial Advisor Magazine’s 10 Young Advisors to Watch in 2021, and Investopedia’s 100 Most Influential Financial Advisors in 2020, 2021, 2022, and 2023.
Experience
Chloe A. Moore founded Financial Staples, a virtual, fee-only financial planning firm based in Atlanta, GA, serving clients nationwide. Her firm is dedicated to serving tech employees who are entrep♈reneurial-minded, philanthropic, and purpose-driven. She has worked as a financial planner since 2004, helping a wide range of clients.
Prior to launching Financial Staples, Chloe advised high-net-worth individuals and families at a southeastern-based independent trust company. She is a c🥀o🐻ntributor to Business Insider and serves on the Financial Advisory Board for Bankrate and LendEDU. Her advice has been featured in Financial Advisor, Wealth Management, NerdWallet, US News & World Report, and many more.
Througꦇh her leadership, contribution, and volunteerism within the financial services industry, Chloe has been recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017, Financial Advisor Magazine’s 10 Young Advisors to Watch in 2021, and Investopedia’s 100 Most Influential Financial Advisors in 2020, 2021, 2022, and 2023.
Education
Chloe received a B.S. in Consumer Sciences with a concentration in Family Financial Planning and Counseling from the University of𝓰 Alabama.