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®
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?
If you or a loved one has a reverse mortgage, or are considering one, you should know the many ways you can repay...
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,...
Texas HELOC Rates and Lenders
Homeowners in Texas may use a home equity line of credit (HELOC) for various purposes. Rates on HELOCs are often lower than personal...
Should You Use Home Equity to Purchase or Pay Off Your Car?
It's possible to use a HELOC or home equity loan to pay off auto loan...
Point-of-Sale (or Buy Now, Pay Later) Loans
In some cases, point-of-sale loans can offer convenient and inexpensive financing, but they can result in overspending and extra charges if you're not...