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®
9 Tax Relief Scams to Avoid
When you owe money to the IRS or your state tax agency, it’s better to address it sooner rather than later. Unpaid tax...
When to Refinance Your Student Loans
When refinancing your student loans, you want to ensure you get the best deal possible without losing valuable benefits. Timing is everything; making...
Can You Take Physical Possession of Gold in Your IRA?
If you have a gold IRA, you may wonder if and when you can physically...
Missouri HELOC Rates and Lenders
A home equity line of credit or HELOC allows you to tap into cash by borrowing against your home’s value. It’s a flexible...
Nevada HELOC Rates and Lenders
The average Nevada homeowner gained an additional $35,000 in home equity over the last year. If you’ve been looking for a flexible way...
How to Roll Over a 403(b) Into a Gold IRA
A gold IRA is an individual retirement account that allows you to invest in certain types of precious metal coins and bullion. Some...
What Is a Rent-Back Agreement?
When you’re selling a home, the timing has to be perfect. If you sell before you’ve bought another place, you’ll have to find...
Michigan HELOC Rates and Lenders
Looking for the best Michigan HELOC rates? Taking time to shop around is a major win-win because lowering your rate by even a...
Fresh Start Program for Student Loans
Federal student loans default after 270 days of missed payments. However, if you apply for the Fresh Start Program before Sept. 30, 2024,...
Student Loan Interest Rates by Year
If you’re a student or parent researching how student loan interest rates have changed, you’re likely preparing to take out a loan or...