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®
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How to Pay Past-Due Tuition in 2025: Grants, Scholarships, Loans, and More
Failing to pay your college tuition can have serious consequences. Fortunately, there are student loans...
Cash-Out Auto Refinance: What It Is & When It Makes Sense
Cash-out refinancing for your car lets you get cash to pay emergency expenses or get...
Tiny Home Financing: Compare Loan Options
Learn about financing options for tiny homes, which are homes that are generally under 600 square feet and much cheaper than traditional homes....
Best Mortgage Lenders
Finding the right mortgage lender can help to make your home more affordable. Check out our picks for the best mortgage lenders, including...
5 Ways to Refinance a HELOC
Refinancing a HELOC can help you achieve more manageable payments, lower your interest rate, or access more cash for additional expenses. This guide...
Where to Find Peer-to-Peer Loans
Peer-to-peer loans involve borrowing money from individuals instead of traditional lenders. While they're not common, they include certain benefits.