Brett L. Moore, CFP^® AEP^® CPFA^®

A CERTIFIED FINANCIAL PLANNER^®, ACCREDITED ESTATE PLANNER^®, CERTIFIED PLAN FIDUCIARY ADVISOR^®, Fiduciary (advisory relationship only), and Senior Wealth Advisor at Brett Moore Wealth Management Group. Brett has been married to his wife, Jennie, since 2016 and they have two daughters. He grew up in the financial services industry. He worked for his father, also a CFP^® in Virginia, for ten years. He played five years of Division 1 and 3 years of professional baseball. Brett moved to Georgia in 2017 to be closer to his wife’s family. Brett is a big fan of baseball and college football and now coaches his 2 daughters.

Credentials include:

• Bachelor of Science in Business with a Math Minor from Mount St. Mary’s University, 2011
• CFP® Certification Professional Education Program from the College For Financial Planning, 2014
• Life, Health and Annuities Licensed, 2015*
• FINRA Series 7, General Securities Representative, 2015*
• FINRA Series 66, Uniform Combined State Law, 2016*
• FINRA SIE, Securities Industry Essentials, 2018*
• CERTIFIED FINANCIAL PLANNER™, CFP® designation from the College For Financial Planning, 2017
• ACCREDITED ESTATE PLANNER®, AEP® designation from the National Association of Estate Planners & Councils, 2025
• CERTIFIED FIUDCIARY PLAN ADVISOR®, CPFA® designation from the National Association of Plan Advisors, 2026

Awards and Accomplishments include:

• Best of Coweta 2022, 2024, 2025, 2026
• NAIFA National Advisor Today’s 4 Under 40 in 2022, 2026
• FiveStarProfessional – Five Star Wealth Manager 2020, 2024, 2025
• Member Million Dollar Round Table – Top of the Table 2026
• Member Million Dollar Round Table – Court of the Table 2023, 2024, 2025
• NAIFA Georgia Leaders Council 2023-Present

Other Recognitions include:

• 3rd Congressional Chair Board Member for NAIFA Georgia, 2023-Present
• Member of the Financial Planning Association 2014-Present
• Member of the National Association of Insurance and Financial Advisors, 2014-Present
• Member of the Atlanta Estate Planning Council, 2023-Present
• Member of Finseca, 2023-Present
• Member of the Northern Virginia Estate Planning Council, 2015-2017
• Member of the Coweta Chamber of Commerce, 2018-2021
• Member of the Young Professionals Committee, 2018-2021
• Chair of the Emerging Leaders Alliance, 2018-2021
• Member of the Association of Professional Ball Players of America, 2011-Present
• Member of Ameritas’ All-Star Study Group 2022-Present
• Published author in Newnan-Coweta Magazine 2022, 2025
• NAIFA Atlanta & Georgia Top Advisor Panel speaker 2023
• Member of Mount St. Mary’s University Student-Athlete Advisory Committee (SAAC), 2010-2011

*Held with LPL Financial

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