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®
Fresh Start Program for Student Loans [Ended — What to Do Now]
Editor’s note: The Fresh Start Program for federal student loans ended on October 2, 2024....
Student Loan Interest Rates by Year
If you’re a student or parent researching how student loan interest rates have changed, you’re likely preparing to take out a loan or...
What to Do If Your Student Loans Were Sold to Another Company
If you’ve borrowed student loans to pay for college, your loan may be transferred or...
Do Student Loans Have Compound or Simple Interest?
If you take out student loans to pay for school, you’ll pay interest on what...
How to Calculate Your Personal Loan Payment
If you’re shopping for a personal loan, chances are you’re prioritizing affordable monthly payments. You’re looking for repayment options that suit your budget...
Student Loans for Vocational Schools
Also known as trade or technical schools, vocational schools focus on hands-on training and education in specific trades, such as welding, construction, and...
Can Student Loans Be Used for Rent?
College tuition is rising, but room and board are expensive, too—students who live on campus at a public four-year institution pay an average...
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...