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Hannah J Moore logo

Bringing Innovation, Compassion,

and Expertise to Financial Planning

Hannah J Moore logo

Bringing Innovation, Compassion,

and Expertise to Financial Planning

Meet Hannah

Hannah Moore, CFP® is a Certified Financial Planner™ passionate about making financial planning better and more accessible for professionals and clients alike.

Recognized by prestigious organizations like Investopedia, Investment News, Financial Planning Association®, and ThinkAdvisor, Hannah is both an expert planner and a dedicated mentor. Through innovative, inclusive educational programs like The Externship and Amplified Planning CORE, Hannah is changing the way financial planning is done — for both planners and their clients.

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How to Work With Hannah

Hannah is a leader throughout the financial planning profession

Find out more about speaking opportunities, financial planning services, and mentorship for aspiring planners.

Speaking

Opportunities

Guiding

Wealth

Amplified

Planning

Hannah is changing financial planning from the inside — and empowering others to do the same. Find out more about booking Hannah to speak at your firm, conference, school, or event.

Receive personalized financial planning that gives you the confidence to manage your money in a way that aligns with your values. Choose comprehensive financial planning services or a one-time financial plan through Hannah’s one-of-a-kind residency model. 

Join Hannah’s innovative online educational program that offers aspiring financial planners the chance to learn how to serve their clients better through creative problem-solving and hands-on experience. 

Speaking

Opportunities

Hannah is changing financial planning from the inside — and empowering others to do the same. Find out more about booking Hannah to speak at your firm, conference, school, or event.

Guiding

Wealth

Receive personalized financial planning that gives you the confidence to manage your money in a way that aligns with your values. Choose comprehensive financial planning services or a one-time financial plan through Hannah’s one-of-a-kind residency model. 

Amplified

Planning

Join Hannah’s innovative online educational program that offers aspiring financial planners the chance to learn how to serve their clients better through creative problem-solving and hands-on experience. 

The Residency Program

A Revolutionary Training Model for Financial Planners

rowing team in water

Hannah is dedicated to empowering financial planners with the tools and experience they need to effectively serve a diverse client base. Unfortunately, not all aspiring planners have access to hands-on training via traditional internships or mentorship programs. Hannah has created The Residency at Guiding Wealth to provide new planners with unique career opportunities not available in standard training programs.

Modeled on the teaching hospitals of the medical world, The Residency offers future CFP® professionals the chance to work with real clients under the watchful eye of an experienced mentor. The program benefits both planners and clients; new planners get real-world experience and professional guidance. Clients can access reduced-fee planning services and work with dedicated, creative professionals offering fresh perspectives. Just like at a teaching hospital, Residents have the opportunity to observe Hannah and other CFP ® professionals tackling complex cases that require the highest levels of competency and skill.

Through The Residency, Hannah is helping the next generation of planners reimagine the industry. This unique program encourages new professionals to be part of a solution that makes financial planning more accessible to individuals and families and relevant to the unique challenges of the modern market.