Chloe Moore, CFP®

Chloe Moore, CFP®, is the founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta, GA, and serving clients nationwide. Her firm is dedicated to assisting tech employees in their 30s and 40s who are entrepreneurial-minded, philanthropic, and purpose-driven.

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About Chloe Moore, CFP®

Current Role

Founder, Financial Staples


Investment News 40 Under 40 (2017), Financial Advisor 10 Young Advisors to Watch (2021), Investopedia 100 Most Influential Financial Advisors (2020, 2021, 2022)


Equity compensation, home ownership, employee benefits, general finance


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.

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