Rochelle L. Moore,  CFP<sup>&reg;</sup> - Financial Advisor

Rochelle L. Moore, CFP®

CPA/PFS,

President

Sound Financial Solutions, Inc.

118 Warner Court
Clinton, IL 61727
FINANCIAL ADVISOR'S WEBSITE
(217) 441-2200 CONNECT WITH Rochelle
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General

Rochelle Moore is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sound Financial Solutions, Inc. in Clinton, IL and the surrounding communities.

Financial Advisor Overview

Our personal financial planning methodology is designed for clients who want ongoing help with their finances. The process includes ongoing financial planning advice as well as 24/7 access to our online financial planning applications. We will work together to establish your goals and objectives. We will then create a personalized financial plan, your customized roadmap intended to help you achieve your dreams, one step at a time.

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Financial Advisor Experience

With over 25 years of progressive experience, Rochelle Moore is a CERTIFIED FINANCIAL PLANNER™ professional, a State of Illinois Registered Investment Advisor, and a licensed Certified Public Accountant/Personal Financial Specialist specializing in meeting the financial needs of individuals, families and small business owners.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: Illinois
  • Health/disability insurance: Illinois

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Sound Financial Solutions, Inc. is registered as an investment advisor and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Rochelle L. Moore is registered as an investment advisor representative with the state of Illinois

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Getting Divorced, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Startup, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources