Shane Moore, CFP^®

Shane Moore, a CERTIFIED FINANCIAL PLANNER™ professional is Managing Partner and Co-Founder of Quartz Financial, a comprehensive wealth management firm providing family office services to families of sudden wealth and generational wealth. “Working with and guiding families of wealth, is fulfilling on many levels. We are privileged to be part of their success going forward as we work collaboratively with them to not only help grow their wealth but also to help mitigate risks and sustain their wealth, so they can enjoy the fruits of their labor.”

As a founding partner of The Sudden Wealth Center, an educational outreach effort designed to enhance the understanding of sudden wealth issues among those experiencing windfalls and the financial industry that supports them, Shane speaks nationally to these groups, and co-authored four books on the topic, Sudden Wealth… It Happens; Sudden Wealth… Blessing or Burden?; Sudden Wealth… The Workbook and Journal; and Single… Not by Choice. These resources, along with the Sudden Wealth Video Series, are integral parts of The Sudden Wealth Center.

Shane has over 29 years of financial planning, wealth management, and institutional investment management experience. Prior to co-founding Quartz Financial in 2007, he held senior advisory positions with major Wall Street investment firms and private banks. While with JPMorgan and its predecessor firms, he was responsible for strategic advice, team oversight, and coordination for the firm’s wealthy clientele. Prior to this role, he was a Regional Principal for multiple private banking investment offices across Texas overseeing client assets in excess of $500 million. Additionally, Shane was a Financial Planning Specialist and Director for Citigroup Smith Barney’s Corporate Client Group and Institutional Fixed Income Group. The institutional investment management and advisory skills honed with these major firms is a unique benefit to the Quartz Family Office clients.