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
  • 2021
  • 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®

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,...

Best HELOC Rates in Texas

A home equity line of credit (HELOC) enables a homeowner to secure a low interest line of credit using their home’s equity as...

Impact of Pets on Renters Insurance

Getting a new pet could impact your renters insurance coverage. Here’s what to know if you’re bringing home a furry family member.

Can I Use a Home Equity Loan or HELOC to Pay Off a Car Loan?

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...

Home Equity Loan and HELOC Closing Process

The closing process is the same for a HELOC and home equity loan: Sign paperwork, pay fees, wait, and get the funds. Here’s...

Can I Use a Home Equity Loan or HELOC as Down Payment?

Considering using a HELOC as a down payment? It’s possible, but you may have better...

When You Should and Shouldn’t Use a Credit Card

Credit card balances can multiply if you use a card for every expense. Here’s guidance...

What Are the Different Types of Credit Card Designs?

Many customizable credit card designs are available today, but the rates and terms should be...