Areas of Focus
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Financial Life Planning
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Investment Management
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Retirement Planning
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Taxes
About Me
Hi, I'm C Garrett Moore. I partner with people in Sarasota, Bradenton, and nationwide to help them make the most of their money so they can retire with confidence, give optimally, enjoy life more and worry less.
FIRST JOB: I worked for a gentleman by the name of Ben Starling at the Outstanding Business Leaders Association. We recognized exceptional leaders in the business community at our annual awards gala at The Breakers in West Palm Beach, FL.
FAMILY MATTERS: My wife, Trisha, and I have two sons, Gavin & Gabriel. Trish and I met in the 6th grade. I didn't find the gumption to ask her out until after we graduated high-school, but I'm glad I finally did. Gavin is affectionately known as "The Hurricane" as he decimates everything in his path. Gabriel is following in his footsteps...
MOORE FINANCIAL MANAGEMENT, INC: My father began Moore Financial Management, Inc. over 30 years ago. Upon graduating from Northwood University with my bachelor's degree in finance, banking and management, I joined the family practice full time. The three of us, my mother included, worked together for over ten years. I have carried on the family tradition since their retirement in 2016.
MOST MEMORABLE MOMENT: Visiting an AIDS orphanage in Uganda with my parents as a child. My mother approached a young boy living in a hut with his mother. His name was Michael. She gave him one of the lollipops that we had brought along. After my mom showed him how to open it, he tasted it, then immediately fell to his knees to pray. When he rose, he tried to give my mom his only piece of clothing, a dirty and tattered t-shirt. Most of us are exceptionally blessed. I like to help people make the most of those blessings so that they may then bless others.
FAVORITE CHARITIES: I currently serve on the board of Samaritan Counseling Services of the Gulf Coast, Inc., who will forever have a place in my heart for the vital work that they do for those that wouldn't be able to afford it otherwise.
Professional Designations
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CERTIFIED FINANCIAL PLANNER™ Professional
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Chartered Financial Consultant (ChFC)
Affiliations
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National Association of Personal Financial Advisors
Primary Location
12343 Whisper Lake Drive Bradenton, Florida 34211
Compensation Methods
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Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
Less of a stuffy financial advisor.
More of a friendly guide for your investments & retirement planning.
✔️ Certified Financial Planner ™
✔️ Objective, Fiduciary Advice
✔️ Retirement & Charitable Giving Expert
✔️ Friendly, One-On-One, Personalized Service
All of my clients receive the highest level of service that I have come to offer after a decade of experience. These services cover four primary areas: investment management, retirement planning, tax reduction and charitable giving, depending on your personal priorities and needs. I appreciate you spending a moment with me today.
To see if I can help bring you closer to financial freedom in your retirement, professionally manage your investments, and reduce your taxes, book a complimentary virtual consultation by clicking the 'Book Intro Call' button above.
Education
Northwood University, Bachelor of Business Administration (B.B.A.), Dual Major in Management, Banking & Finance
Who We Serve
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Baby Boomers
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Corporate Executives
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Dual Income Family
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Families
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Gen X
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Living in Retirement
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Parents
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Young Families