About Chloe Moore, CFP®
Founder, Financial Staples
- Equity Compensation
- Home Ownership
- Employee Benefits
- General Finance
- Investment News 40 Under 40 (2017)
- Financial Advisor 10 Young Advisors To Watch (2021)
- Investopedia 100 Most Influential Financial Advisors (2020
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®
A 529 plan is an account that allows you to save for college expenses while minimizing your tax burden. Parents or grandparents often...
Due to the high cost of college, saving enough for school can seem impossible. Fortunately, the right investment vehicle can simplify the process,...
A home equity line of credit (HELOC) enables a homeowner to secure a low interest line of credit using their home’s equity as...
Getting a new pet could impact your renters insurance coverage. Here’s what to know if you’re bringing home a furry family member.
It's possible to use a HELOC or home equity loan to pay off auto loan...
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...
The closing process is the same for a HELOC and home equity loan: Sign paperwork, pay fees, wait, and get the funds. Here’s...
Considering using a HELOC as a down payment? It’s possible, but you may have better...
Credit card balances can multiply if you use a card for every expense. Here’s guidance...