With over 25 years of progressive experience, Rochelle Moore is a CERTIFIED FINANCIAL PLANNER™ professional, a State
of Illinois Registered Investment Adviser, a licensed Certified Public Accountant/Personal Financial Specialist and an Illinois licensed Life/Health Insurance Producer specializing in meeting the financial needs of individuals, families and small business owners.
* Financial Planning Association
* American Institute of Certified Public Accountants (AICPA)
- Personal Financial Planning Section
- Tax Section
* 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)
As an active member of her community, Mrs. 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. Mrs. Moore has also been a guest speaker for accounting, finance and law students at the University of Illinois. Rochelle is currently an elected Trustee for Harp Township.
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.
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