Chloe Moore (CFP®)

Chloe Moore focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Millennials
  • Women's Financial Planning Issues

Planning Specialties

Working in the financial services industry since 2004, Chloe has provided comprehensive financial planning services to individuals, families, corporate executives, and institutions.  In addition to financial planning, her experience includes qualified and non-qualified retirement plans, executive benefits, account management, operations, and financial education.  Chloe has a passion for financial planning and enjoys building relationships where her clients see her as a trusted advisor.  When providing financial planning services, Chloe takes a collaborative approach with clients and their other advisors and creates customized solutions that incorporate her clients’ goals and financial objectives.

 

While working primarily with high net worth individuals and families throughout her career, Chloe saw the impact that long term financial guidance could have on accumulating wealth, maintaining it, and efficiently passing it on to future generations.  She desired to make quality financial advice and guidance accessible to early and mid-career professionals with great income and savings potential but not enough investment assets to meet the minimums of many traditional financial advisory firms.  She started Financial Staples to bring comprehensive financial planning services to this underserved demographic.

 

Chloe graduated from the University of Alabama with a Bachelor of Science in Consumer Sciences and a concentration in Family Financial Planning and Counseling.  She is a Certified Financial Planner™ Practitioner and an active member of the Financial Planning Association, the National Association of Personal Financial Advisors, XY Planning Network, and the Estate Planning Council of North Georgia.

Additional Information

Away from the office, you can find Chloe exploring new restaurants, trying new recipes, listening to live music, or traveling.  Every Saturday in the fall, she either glued to a television or in a stadium watching college football.  Her favorite team is her alma mater, The University of Alabama.

NAPFA Start Date

November 01, 2016

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This Office

2020 Howell Mill Rd NW Ste D-318 Atlanta, GA 30318-1732 Phone: (770) 742-8609