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D. Shane Moore, CFP®

D. Shane Moore, CFP®

Managing Partner

Shane Moore, a CERTIFIED FINANCIAL PLANNER professional is a Managing Partner and Co-Founder of Quartz Financial, a comprehensive wealth management firm specializing in the unique issues faced by sudden wealth recipients. As a national speaker and author, Mr. Moore is a co-creator of The Sudden Wealth Center™ and co-author of the Sudden Wealth book series (Sudden Wealth It Happens, 2011, Sudden Wealth Blessing or Burden?, 2013, and Sudden Wealth The Workbook & Journal, 2013).

Mr. Moore has over 20 years financial planning, wealth management, and institutional investment experience. He particularly enjoys focusing his experience on wealthy families, individuals, and their businesses. Prior to co-founding Quartz Financial in 2007, Mr. Moore held senior advisory positions with major Wall Street investment firms and private banks.

Most recently, as a client advisor with JPMorgan, Mr. Moore was responsible for providing strategic advice, team oversight and coordination for the firms wealthy clientele. Other posts within JPMorgan included Capital Markets Advisor overseeing client assets in excess of $500 million and Regional Principal for the Austin, San Antonio, and El Paso private banking investment offices. While with Citigroup Smith Barney, he was a financial planning specialist and director for the Corporate Client Group. There is absolutely no substitute for the technical and hands-on experience I have gained on the institutional side of the industryIve been fortunate to work with some of the most successful families and business owners in the country , said Mr. Moore.

Mr. Moore received a Master of Science specializing in Finance from Texas Tech University and a Bachelor of Business Administration concentrating in Finance from Texas State University. One of the mantras of business school is Maximize shareholder value. Yet as I advanced my career at the large banks, the conflicts of interest within this statement became clear the banks goals are not always in sync with the clients goals. To address this conflict, Mr. Moore co-founded Quartz Financial in order to be accountable and responsible to his clients, not corporate sales managers.

Mr. Moore is a CFP® certificant and LPL Registered Principal holding series 7, 24, 53, 63 and 66 securities registrations with LPL Financial and Group 1 Life and Variable Contract Insurance License. He has been featured in Texas Monthly Magazine as a Central Texas Five Star Wealth Manager for by Five Star Professional, for the past 5 years*.

Mr. Moore is active with The Boy Scouts of America and is a member of the Financial Planning Association, the Financial Therapy Association, and St. Edwards University Gift Planning Advisory Council. Mr. Moore and his wife, Carol are very involved with their community and stay quite busy raising their twins, Renny and Quinlan.

*The Five Star Wealth Manager award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014 Five Star Wealth Managers.