Chloe Moore, CFP®, is the founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta and serving clients nationwide. Her firm is dedicated to serving tech employees who are entrepreneurial-minded, philanthropic and purpose-driven. 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.
Prior to launching Financial Staples, Chloe advised high net worth individuals and families at a southeastern-based independent trust company. She is a regular contributor to Business Insider and has been featured in Financial Advisor, Wealth Management, US News & World Report and many more.
In addition to promoting financial literacy through speaking, writing and volunteering, Chloe also focuses on the cultivation of female and minority financial planners. She recently launched the BLatinX Internship Program (BLX) with three colleagues. The program provides paid internship opportunities to aspiring Black and Latinx financial planners. Through her leadership, contribution and volunteerism within the financial services industry, Chloe was recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017 and one of Investopedia’s 100 Most Influential Financial Advisors in 2020.