Stephen R. Moore, Jr., CPA, ChFC®, PFS
Since 2012, Stephen has been providing wealth management services to the clients of Kore Financial Group. As a financial advisor and CPA, Stephen works to create custom solutions that help bring his clients closer to achieving financial peace of mind. He focuses on listening and getting a deep understanding of what it is his clients truly want and need. As they work together to develop a plan, he takes the time to explain complicated subjects in understandable ways that define clear steps to reach goals. He holds over 40 years of combined experience in accounting, tax, and wealth management and holds the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant®, and Personal Financial Specialist designations. He has passed the FINRA Series 7 and 66 exams, as well as the Louisiana Resident Life & Health Insurance exam. He is also a member of the Society of Louisiana CPAs and the American Institute of CPAS.
Stephen graduated from University of Southwestern Louisiana in 1971 with a Bachelor of Science in Business Administration. He then served in the United States Army National Guard. Today, he serves on the boards of Our Lady of Fatima School Foundation and The Lafayette Parish American Legion Baseball program. He also volunteers time to his church parish, Our Lady of Fatima and the Diocese of Lafayette. He and his wife, Linda, have four daughters, Sherry, Allison, Laura and Lisa, as well as five grandchildren. He enjoys spending time with his family, volunteering, fishing and reading.