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chloe headshot

Chloe A. Moore

CFP

Currently

Founder, Financial Staples

Resides In

Atlanta, GA

Education

University of Alabama

Expertise

Equity Compensati🧸on, Home Ownership, Employee Benefits, Financial 🦩Planning, Wealth Management

Company Info

Summary

  • Chloe is the founder of Financial Staples, a virtual, fee-only financial planning firm, bringing 20 years of experience and serving a wide range of clients. 
  • She is a contributor to Business Insider and serves on the Financial Advisory Board for Bankrate and LendEDU.
  • Her advice has been featured in Financial Advisor, Wealth Management, NerdWallet, US News & World Report, and many more.
  • Chloe has been recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017, Financial Advisor Magazine’s 10 Young Advisors to Watch in 2021, and Investopedia’s 100 Most Influential Financial Advisors in 2020, 2021, 2022, and 2023.

Experience

Chloe A. Moore founded Financial Staples, a virtual, fee-only financial planning firm based in Atlanta, GA, serving clients nationwide. Her firm is dedicated to serving tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. She has worked as a financial planner since 2004, helping a wide range of clie♏nts. 

Prior to launching Financial Staples, Chloe advised high-net-worth individuals and families at a southeastern-based independent trust company. She is a contributor to Business Insider and serves on the Financia💟l Advisory Board for Bankrate and LendEDU. Her advice has been featured in Financial Advisor, Wealth Management, NerdWallet, US News & World Report, and many more.

Through her leadership, contribution, and volunteerism within the fiꦉnancial services industry, Chloe has been recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017, Financial Advisor Magazine’s 10 Young Advisors to Watch in 2021, and Investopedia’s 100 Most Influential Financial Advisors in 2020, 2021, 2022, and 2023.

Education

Ch🅷loe received a B.S. in Consumer Sciences with a concentration in Family Financial Planning and Counseling from the University of Alabama.