Chloe Moore, CFP® Profile Photo

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.

About Chloe Moore, CFP®

Current Role

Founder, Financial Staples


  • Equity Compensation
  • Home Ownership
  • Employee Benefits
  • General Finance


  • Investment News 40 Under 40 (2017)
  • Financial Advisor 10 Young Advisors To Watch (2021)
  • Investopedia 100 Most Influential Financial Advisors (2020
  • 2021
  • 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®

Personal Loans for a Credit Score of 550

Lenders use credit scores to measure creditworthiness. A FICO score of 580 or below puts a borrower in the poor credit category, indicating...

Reverse Mortgage Fees

A reverse mortgage is a unique lending tool that allows borrowers over 62 to borrow money from their home’s equity without making a...

How to Buy a House With a Reverse Mortgage

If you’re a homeowner who’s 62 or older, you may be able to tap into the equity in your home with a reverse...

Personal Loan Deferment

Personal loans are installment loans that you can use for various purposes. If you can’t afford your monthly payment, however, you may be...

How Do You Pay Back a Reverse Mortgage?

A reverse mortgage is a type of loan for homeowners aged 62 or older, allowing them to access some of their home equity...

Fix-and-Flip Loans in Florida

A fix-and-flip loan is a type of small business loan for real estate projects. The borrower uses the funds to purchase and update...

Maximum 529 Plan Contribution Limits by State

A 529 plan is an account that allows you to save for college expenses while minimizing your tax burden. Parents or grandparents often...

Can 529 Funds Be Used on Student Loans?

Due to the high cost of college, saving enough for school can seem impossible. Fortunately, the right investment vehicle can simplify the process,...

Best HELOC Rates and Lenders in Texas

Homeowners in Texas may use a home equity line of credit (HELOC) for various purposes. Rates on HELOCs are often lower than personal...

Impact of Pets on Renters Insurance

Getting a new pet could impact your renters insurance coverage. Here’s what to know if you’re bringing home a furry family member.