Author, Researcher, Thought Leader
The Sudden Wealth Center
AeroLeads people directory · profile
Shane Moore, Cfp® Email & Phone Number
Author, Researcher, Thought Leader
at
The Sudden Wealth Center
2 work emails found
@quartzfinancial.com
3 phones found area 512
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Author, Researcher, Thought Leader
Location
Austin, Texas, United States
Who is Shane Moore, Cfp®? Overview
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Quick answer
Shane Moore, Cfp® is listed as Author, Researcher, Thought Leader at The Sudden Wealth Center, based in Austin, Texas, United States. AeroLeads shows a work email signal at quartzfinancial.com, phone signal with area code 512, and a matched LinkedIn profile for Shane Moore, Cfp®.
Shane Moore, Cfp® previously worked as Wealth Advisor, Owner and Co-Founder at Quartz Financial and Private Client Advisor at Jpmorgan. Shane Moore, Cfp® holds Msba, Finance from Texas Tech University.
Company email context
Email format at The Sudden Wealth Center
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*@quartzfinancial.com
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AeroLeads found 2 current-domain work email signals for Shane Moore, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Shane Moore, Cfp®
I am dedicated to helping affluent individuals and families simplify their complex financial lives so that they can enjoy their success, pursue their financial dreams, and live meaningful lives.After 15 years with major financial service firms, I co-founded Quartz Financial in 2007 with a goal of building a unique, client-centric office and wealth management firm that positively impacts our clients, our team members, and our families. In 2010, I began writing and speaking about sudden wealth and created The Sudden Wealth Center as an educational resource for individuals that have experienced or are expecting a financial windfall.I earned the CERTIFIED FINANCIAL PLANNER™ certification in 1998 and specialize in general and complex financial, retirement, estate planning strategies, and insurance.
Listed skills include Sudden Wealth Management, Comprehensive Wealth Management, Investment Management, Financial Planning, and 10 others.
Current workplace
Shane Moore, Cfp®'s current company
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6 roles · 33 years
Shane Moore, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor, Owner And Co-Founder
Quartz Financial is a comprehensive wealth management firm. We specialize in client-centered services, investment management, complex financial planning, risk management, and estate planning for families with sudden wealth and generational wealth. Our clients are individuals and families with sudden wealth to generational wealth. They have already attained.
Author, Researcher, Thought Leader
The Sudden Wealth Center
The Sudden Wealth Center is an educational resource created and supported by Quartz Financial. Our goal is to educate consumers and financial professionals that sudden wealth is happening every day in many different ways. We believe the challenges it brings are both financial and emotional and that using a professional team of advisors experienced with.
Private Client Advisor
Managed private banking and wealth management client relationships. Provided strategic financial planning advice, investment planning, team oversight and coordination for the firm’s wealthy clientele.
2003 - 2007
~4 yrs
Svp-Finanical Planning Specialist
Corporate Client Group Director and Financial Planning Specialist responsible for private client wealth management as well as investment management for public and private corporations.
2001 - 2003
~2 yrs
Vp-Regional Principal
Capital markets advisor overseeing client assets in excess of $500 million and regional principal for the Austin, San Antonio, and El Paso Private Banking investment offices.
1993 - 2001
~8 yrs
3 education records
Shane Moore, Cfp® education
Msba, Finance
Bba, Finance
Cfp Designation, Cfp Certification Professional Education Program
FAQ
Frequently asked questions about Shane Moore, Cfp®
Quick answers generated from the profile data available on this page.
What company does Shane Moore, Cfp® work for?
Shane Moore, Cfp® works for The Sudden Wealth Center.
What is Shane Moore, Cfp®'s role at The Sudden Wealth Center?
Shane Moore, Cfp® is listed as Author, Researcher, Thought Leader at The Sudden Wealth Center.
What is Shane Moore, Cfp®'s email address?
AeroLeads has found 2 work email signals at @quartzfinancial.com for Shane Moore, Cfp® at The Sudden Wealth Center.
What is Shane Moore, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 512 for Shane Moore, Cfp® at The Sudden Wealth Center.
Where is Shane Moore, Cfp® based?
Shane Moore, Cfp® is based in Austin, Texas, United States while working with The Sudden Wealth Center.
What companies has Shane Moore, Cfp® worked for?
Shane Moore, Cfp® has worked for The Sudden Wealth Center, Quartz Financial, Jpmorgan, Citigroup Smith Barney, and Jpmorgan Chase.
How can I contact Shane Moore, Cfp®?
You can use AeroLeads to view verified contact signals for Shane Moore, Cfp® at The Sudden Wealth Center, including work email, phone, and LinkedIn data when available.
What schools did Shane Moore, Cfp® attend?
Shane Moore, Cfp® holds Msba, Finance from Texas Tech University.
What skills is Shane Moore, Cfp® known for?
Shane Moore, Cfp® is listed with skills including Sudden Wealth Management, Comprehensive Wealth Management, Investment Management, Financial Planning, Life Insurance, Long Term Care Insurance, Asset Protection, and Retirement Planning.
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