Shane Moore, a CERTIFIED FINANCIAL PLANNER™ professional, is a Managing Partner and Co-Founder of Quartz Financial, a comprehensive wealth management firm providing family wealth services to families with sudden and generational wealth.
“Working with and guiding families of wealth is fulfilling on many levels. We are privileged to be part of their success, collaborating to not only grow their wealth but also mitigate risks and sustain it, so they can enjoy the fruits of their labor.”
As a founding partner of The Sudden Wealth Center, an educational outreach initiative, Shane enhances the understanding of sudden wealth issues among those experiencing windfalls and the financial industry that supports them. He speaks nationally to these groups and has 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.
With over 30 years of experience in financial planning, wealth management, and institutional investment management, Shane has held senior advisory positions with major Wall Street investment firms and private banks. At JPMorgan and its predecessor firms, he provided strategic advice, team oversight, and coordination for the firm’s wealthy clientele. As a Regional Principal for multiple private banking investment offices across Texas, he oversaw client assets exceeding $500 million. Additionally, Shane served as 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 at these major firms are a distinct benefit to Quartz Financial's clients.
Shane holds an MSBA specializing in Finance from Texas Tech University and a BBA concentrating in Finance from Texas State University. He is an LPL Registered Principal holding series 7, 24, 53, 63, and 66 securities registrations with LPL Financial, and a Group 1 Life and Variable Contract Insurance License. He has been an active CFP® practitioner since 1998.
Shane is a member of The Hills Country Club and is active in the community through involvement with the Financial Planning Association and Texas State University. Over his career, he has also been involved with the Eanes Education Foundation, St. Edward’s University, the Estate Planning Council of Central Texas, the Financial Therapy Association, The Boy Scouts of America, and served as a board member with the Austin Theater Alliance.