With over 25 years of progressive experience, owner Rochelle L. Moore is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Certified Divorce Financial Analyst (CDFA®), a licensed Certified Public Accountant/Personal Financial Specialist (CPA/PFS), an Illinois Registered Investment Advisor, an Illinois licensed health/life Insurance Producer and a Certified QuickBooks ProAdvisor dedicated to meeting the financial needs of individuals, including farmers and small business owners, whether located here in Central Illinois or across the United States.
* Financial Planning Association (FPA)
* American Institute of Certified Public Accountants (AICPA)
- Personal Financial Planning Section
- Tax Section
* The Institute for Divorce Financial Analysts (IDFA®)
* Illinois CPA Society
* National Society of Accountants
* Bentley College, Waltham, MA (1994) – Bachelor’s of Science in Accountancy, with a Minor in Business Communication
* DePaul University, Chicago, IL (1999) – Master’s of Science
in Taxation
* College for Financial Planning, Centennial, CO (2016)
* The Institute for Divorce Financial Analysts,
Durham, NC (2019)
As an active member of her community, Ms. Moore has served
as the Treasurer for Habitat for Humanity of DeWitt County, a
Director and Treasurer on the Board of the Clinton Area Chamber
of Commerce, and a member of the Business and Professional Women’s organization in Clinton where she was awarded
Young Careerist of 2004 for Central Illinois. Ms. Moore has been
a guest speaker for accounting, finance and law students at the University of Illinois. Rochelle was also an elected Trustee for
Harp Township for many years. She currently volunteers with Wishbone Canine Rescue in Normal, IL.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Additional information about Sound Financial Solutions Inc. is available on the SEC's website
at www.adviserinfo.sec.gov. The searchable IARD/CRD number for Sound Financial Solutions
is: 292256. Sound Financial Solutions Inc. is a registered investment adviser. Additional information about Rochelle Moore, a State of Illinois registered investment adviser representative (CRD # 6901561), is also available on the same SEC website.
Copyright © 2024 Sound Financial Solutions, Inc., Bloomington, IL - All Rights Reserved. - All Rights Reserved.