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

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®

Pet Insurance That Doesn’t Increase With Age

Here's a look at why pet insurance premiums increase each year as your pet ages...

How to Get Out of Tax Debt

Delinquent taxes are not uncommon, but can be costly for taxpayers. Here's a look at the implications of tax debt and how to...

How Long Does an IRS Tax Lien Last?

IRS liens occur when federal tax debts go unpaid. Here's a look at how long liens last, how to remove them, and what...

How to Get Rid of a Tax Lien

Tax liens result from unpaid back taxes and allow the government to claim your assets. Once filed, a tax lien can make it...

How to Sell Equity in Your Home

Equity can be a powerful thing for homeowners. Here are four ways you can unlock the equity in your property and turn it...

When to Hire a Tax Attorney

A tax attorney can be an asset whether you're trying to negotiate with the IRS or find tax-advantaged ways to save money.

How Breed Can Affect Pet Insurance Costs

A pet's breed can make them more susceptible to hereditary conditions and certain health and medical concerns. Thus, pet insurance carriers will usually...

Factors That Influence Pet Insurance Costs

Certain factors are considered when a carrier calculates your pet insurance premiums (or coverage cost). Some factors are beyond your control while others...

Pet Insurance Discounts That Can Lower Your Premium

Pet insurance discounts enable pet owners to purchase coverage at a reduced rate. Discounts are...

The 3 Best Home Equity Agreement (HEA) Companies That Want to Invest in Your Home

A home equity sharing agreement is an agreement between you and an investment company in...