Owner and financial planner, Guiding Wealth Management
- Created Everyday Money Workbook to provide financial guidance for people in the pre-adviser phase of their finances.
- Dropped the robo piece of her practice when she converted it to a boutique RIA.
- Embraces the term "financial planning evangelist."
Hannah Moore had an eventful start to her career in financial advice.
Since 2013, Ms. Moore has purchased two practices, left one of them and converted the other into her own RIA, Guiding Wealth Management, after surviving a succession plan that didn't go well.
"I was thrown into the deep end early in my career," she said.
Ms. Moore is now using that experience to help other young advisers get started. She is the national facilitator for the Financial Planning Association's NexGen Gathering and also helped start the FPA Dallas-Fort Worth NextGen chapter.
"We need young advisers with fresh ideas to really push the profession forward," Ms. Moore said.
She also tries to help other advisers under 40 with a weekly podcast that features guidance on career paths, tips on research and client service, and explorations of the history of financial planning.
"A little bit of my time can help them so much," she said. "It's almost exponential."
Ms. Moore wants to get more young professionals involved in financial planning because she believes so strongly in the profession.
"There are so many directions you can go to create a career of your dreams," she said.
Ms. Moore's firm, whose values are "clarity, simplicity, confidence," specializes in working with pre-retirees, people who have been successful in their careers and recent widows.
"What I do in my day job makes other people's lives better," she said. "I feel so fortunate for that."
– Mark Schoeff Jr.