Angela  Moore,  CFP<sup>&reg;</sup> - Financial Advisor

Angela Moore, CFP®

CRPC®, CFEI

Financial Planner | Money Coach | Speaker

Modern Money Advisor

429 Lenox Ave
Miami Beach, FL 33139
FINANCIAL ADVISOR'S WEBSITE
(305) 697-2260 CONNECT WITH Angela
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General

Angela Moore is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Modern Money Advisor in Miami Beach, FL and the surrounding communities.

Financial Advisor Overview

Angela Moore is on a mission to make financial planning accessible for everyone. Specializing in Gen X & Gen Y, she helps her clients build a strong financial foundation, one focused on aggressively eliminating debt and accumulating wealth. “I love the fulfillment I get from changing lives, promoting financial literacy and helping people achieve financial freedom,” she says. “I want to start a movement of people who are willing to disrupt the paycheck-to-paycheck crisis and make wealth-building a lifestyle that they share with everyone whose path they cross.” Financial planning for professionals focused on wealth accumulation and debt elimination. We specialize in the unique needs of Generation X and Y professionals. Work with a CFP® professional to hold you accountable and mentor you along the way.

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Financial Advisor Experience

Financial Advisor. Speaker. Financial Literacy Activist. Commentator. Coach. Philanthropist. Angela M. Moore, CFP®, CRPC®, CFEI, a passionate, outspoken financial literacy activist, is quickly becoming one of the most prominent financial figures of our time. Her platform to meet people where they are in their lifestyle and to fundamentally change the way individuals and families incorporate financial planning into their lives propels her daily. She promotes financial literacy as a lifestyle as opposed to a tool to consider in different life stages. As the founder of Modern Money Advisor, LLC, Moore has built her brand catering to many that have previously gone ignored. The core of Moore’s business is financial planning. Her approach to financial planning is all about taking the time to get to know each and every one of her clients. Her personalized approach prioritizes client’s financial objectives, lifestyle values and retirement goals. Moore challenges everyone to incorporate financial responsibility into his or her daily lifestyle and choices. Through self-promotion and entrepreneurship, Moore has developed a turnkey brand that caters to the diversity of the masses. Her multicultural, multigenerational and down to earth appeal has made her an innovative breath of fresh air in this arena. Angela Moore regularly presents seminars and delivers keynote addresses to schools, non-profit organizations, and the world's leading corporations, universities, and national conferences dedicated to revolutionizing the way people embrace financial matters. Prior to starting Modern Money Advisor, Moore worked with high net worth clients across the United States and dedicated her time and energy to providing consultative support that delivers clear and concise information, while identifying clients’ breadth of financial objectives, lifestyle values and retirement goals. Whereas, her target audience has expanded, her mission remains the same. Today, Moore actively gives her time to the Lotus House, Junior Achievement and the Financial Planning Association of Miami where she serves as an executive board member. Angela has more than 15 years of experience in the financial industry and has rigorous training at some of the most esteemed financial institutions in the world including Merrill Lynch, Charles Schwab, KPMG, Deloitte & Touche and Mercedes Benz. Moore has been featured in various publications for her contributions to shaping America’s financial future and has spoken at numerous corporations, organizations, schools and conferences. Angela is a CERTIFIED FINANCIAL PLANNER (TM) Professional, Chartered Retirement Planning Counselor (SM), and Certified Financial Education Instructor and has a Bachelors in Business Administration from Howard University with a concentration in accounting where she graduated Cum Laude. Angela is also currently completing a Masters in Financial Planning from the College for Financial Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC®, CFEI

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment Management, Getting Married, Life Planning, Retirement, Starting a Family, Women's Finances

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Helpful Financial Planning Resources