Chloé A. Moore, CFP®

Chloé has been in the financial services industry since 2004. Through C-Level Consultants, she provides writing, speaking, and consulting services.

Chloé is also 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 serving tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. Chloé 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.

In addition to promoting financial literacy through speaking, writing, and volunteering, Chloé 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.

RECOGNITION

Investopedia → 100 Top Financial Advisors 2023

Association of African American Financial Advisors → 50 Under 50 2022

Investopedia → 100 Top Financial Advisors 2022

Financial Planning Magazine → 22 Who Will Transform Wealth Management in 2022

Financial Advisor Magazine → 10 Young Advisors to Watch 2021

Investopedia → 100 Top Financial Advisors 2021

Association of African American Financial Advisors → 50 Under 50 2020

Investopedia → 100 Top Financial Advisors 2020

Association of African American Financial Advisors → 40 Under 40 2017