Hannah Moore, CFP®, CeFT

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208 appearances 1 recordings 1 series first heard Mar 2026 last heard 28 Mar

Hannah Moore, CFP®, CeFT’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

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Yes.

Well, thank you so much for having me, Robert.

Absolutely.

So I was in college.

I didn't even know that this career existed.

I was going to go down a nonprofit management route, realized that wasn't where I wanted to end up.

And I had taken an intro to personal finance class because I was just really interested in this stuff.

And the professor recommended that I change my major.

So that's kind of.

how that ship kind of got pointed in this direction.

So I got an undergrad degree in it.

And then when I was 22, I went out into the workforce and started working for a woman who was 68.

Four years later, I ended up buying her practice, bought another small practice after that, and really kind of got thrown into this.

And so I don't know that starting my own firm was ever kind of part of the plan, but I quickly adapted to that.

That's a starting for how I got here today.

Oh, it's a fascinating what's happening within the financial planning landscape.

So I graduated in 2008, great time to be entering into financial services.

My first week starting that job with that woman, it was the week the market hit its low.

And so I've always joked that with my clients, I just had the Midas touch.

The market just keeps going up ever since I came around.

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