About Chloe Moore, CFP®
Current Role
Founder, Financial Staples
Expertise
- Equity Compensation
- Home Ownership
- Employee Benefits
- General Finance
Achievements
- Investment News 40 Under 40 (2017)
- Financial Advisor 10 Young Advisors To Watch (2021)
- Investopedia 100 Most Influential Financial Advisors 2020 - 2022
Certifications & Degrees
- Certified Financial Planner™
- Bachelor’s degree in financial planning from the University of Alabama
Personal Finance Experience
Chloe is a certified financial planner (CFP®) who has worked as a financial planner since 2004 serving a wide range of clients—from multigenerational, high-net-worth families to recent college graduates.
She started Financial Staples to make financial education and guidance accessible to the busy young professional. Chloe believes that money is an emotional topic, and it impacts many aspects of our lives. She enjoys helping clients unpack their money history and discover how they can use money to support a life that is most meaningful to them.
Chloe is a regular contributor to popular publishers and frequently speaks on personal finance topics and the financial planning profession.
In addition to promoting financial literacy through speaking, writing, and volunteering, Chloe also focuses on the cultivation of female and minority financial planners. She launched the BLatinX Internship Program (BLX) in 2020 with three colleagues. The program provides paid internship opportunities to aspiring Black and Latinx financial planners.
Latest from Chloe Moore, CFP®
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How Much Does FAFSA Give? What to Expect in 2025
FAFSA can provide thousands of dollars in financial aid each year, including federal student loans,...
5 Best Debt Payoff Apps for 2025
Paying off debt feels more doable when you have the right tools. And one of the most helpful tools can be a debt...
What Is Student Loan Refinance, and How Does It Work in 2025?
If you’re struggling to balance paying your student loans with the increasing costs of everyday...
How Do IRS Audits Work? Triggers, Process, and FAQ
If you were selected for an IRS audit, don’t panic. This guide explains what an...
8 Red Flags That Trigger IRS Audits in 2025
Your chances of being selected for an IRS audit are relatively low. For tax years 2013 to 2021, the federal tax agency examined...
Cash App Taxes: Guidelines for Reporting Money Made on Venmo, Paypal, Zelle
Digital payment apps provide a convenient way for small business owners to collect payments from...
Should I Refinance My Parent PLUS Loans? When It’s Smart—and When to Avoid It
Refinancing your Parent PLUS loans can serve several purposes: You can potentially lower your interest...
How Much Money Do I Need to Invest in Gold? [Minimum Amounts and Solutions for Small Investors]
You don’t need a fortune to start investing in gold. Are you working with a...