Shane Moore, Cfp® Email and Phone Number
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Shane Moore, Cfp® personal email
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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.
Quartz Financial
View- Website:
- quartzfinancial.com
- Employees:
- 2
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Wealth Advisor, Owner And Co-FounderQuartz Financial 2007 - PresentAustin, TexasQuartz 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 wealth or are preparing for a significant financial windfall through an array of unique life events, such as business sales or IPOs, inheritances, professional contracts, legal settlements, trust distributions, bonus income, lottery jackpots, retirement, insurance claims, real estate sales, or event winnings.Mr. Moore is a Registered Principal and holds series 7, 24, 53, 63 and 66 securities registrations with LPL Financial and Group 1 Life and Variable Contract Insurance License. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Author, Researcher, Thought LeaderThe Sudden Wealth Center 2010 - PresentThe 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 sudden wealth cases is the most prudent process to follow.
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Private Client AdvisorJpmorgan 2003 - 2007Managed private banking and wealth management client relationships. Provided strategic financial planning advice, investment planning, team oversight and coordination for the firm’s wealthy clientele. -
Svp-Finanical Planning SpecialistCitigroup Smith Barney 2001 - 2003Corporate Client Group Director and Financial Planning Specialist responsible for private client wealth management as well as investment management for public and private corporations. -
Vp-Regional PrincipalJpmorgan Chase 1993 - 2001Capital 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.
Shane Moore, Cfp® Skills
Shane Moore, Cfp® Education Details
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Finance -
Cfp Certification Professional Education Program
Frequently Asked Questions about Shane Moore, Cfp®
What company does Shane Moore, Cfp® work for?
Shane Moore, Cfp® works for Quartz Financial
What is Shane Moore, Cfp®'s role at the current company?
Shane Moore, Cfp®'s current role is Wealth Advisor | Author and Speaker | topics include #personalfinance #suddenwealth #financialplanning #wealthmanagement #investing.
What is Shane Moore, Cfp®'s email address?
Shane Moore, Cfp®'s email address is s.****@****ial.com
What is Shane Moore, Cfp®'s direct phone number?
Shane Moore, Cfp®'s direct phone number is +151224*****
What schools did Shane Moore, Cfp® attend?
Shane Moore, Cfp® attended Texas Tech University, Texas State University-San Marcos, College For Financial Planning.
What are some of Shane Moore, Cfp®'s interests?
Shane Moore, Cfp® has interest in Estate Planning, Football, Business Sale, Soccer, Inheritance, Financial Planning, Endowments, Shale, Education, Planned Giving.
What skills is Shane Moore, Cfp® known for?
Shane Moore, Cfp® has skills like Sudden Wealth Management, Comprehensive Wealth Management, Investment Management, Financial Planning, Life Insurance, Long Term Care Insurance, Asset Protection, Retirement Planning, Estate Planning, Municipal Bonds, Universal Life, Whole Life.
Who are Shane Moore, Cfp®'s colleagues?
Shane Moore, Cfp®'s colleagues are David Rust,chfc®, Aif®, Aams®, Crps®, Erica Haro, Esau Cruz Jr..
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