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®
Do Student Loans Cover a Semester or Year?
Student loans often cover a full academic year, but you may be able to borrow on a per-semester basis if you're applying for...
How Blockchain Is Shaping the Future of HELOCs
HELOCs powered by blockchain can benefit borrowers and lenders with lower costs and faster timelines.
FFELP Loans: What Happened to the Program & How It Affects Borrowers
The FFELP was a program that allowed private lenders to offer federally guaranteed student loans...
Best Private Student Loans That Don’t Require SAP in 2025
Each college is allowed to set its own standards for satisfactory academic progress, including the...
How Does Co-Investing in Real Estate Work for Homebuyers and Homeowners?
Co-investing can help you buy a house or tap your home’s equity. There are several...
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 the Equity You’ve Built in Your Home to Access Cash
Equity can be a powerful thing for homeowners. Here are four ways you can unlock...
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.