C Garrett Moore, CFP®, ChFC®

A friendly guide for your investments & retirement planning.

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Moore Financial Management, Inc. C Garrett Moore, CFP®, ChFC®
Bradenton, FL

Serving Clients Nationwide

A friendly guide for your investments & retirement planning.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • 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

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)

Affiliations

  • National Association of Personal Financial Advisors

Primary Location

12343 Whisper Lake Drive Bradenton, Florida 34211

Video

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • 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

Hobbies and Interests

  • Family
  • Volunteering

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Living in Retirement
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.