Meet Jason Moore, CFP®, EA

President and Founder


Jason Moore is a Certified Financial Planner® and Enrolled Agent with the Internal Revenue Service. He is the president and founder of Moore Financial Strategies, LLC located in Bloomfield Hills, Michigan. He attended Oakland University and received a Bachelor of Science in Finance, with a minor in Economics. Jason has worked in the Financial Planning field since 1999.

Jason is a proud graduate of the Alliance of Cambridge Advisors training program (2001) and the Dale Carnegie Human Growth and Relations Professional course (2010). Jason is currently a member of the Financial Planning Association (FPA), National Association of Enrolled Agents, and the National Association of Tax Professionals (NATP).

Jason is committed to advancing fee-only financial planning and is active in educating consumers about conflicts of interest in the industry. Moore Financial Strategies, LLC grew out of Jason’s commitment to provide the same quality of tax and financial advice that many wealthy individuals were able to obtain but which was simply not available to most Americans. Jason Moore is a Registered Investment Advisor in Michigan and California.

Jason lives in Birmingham, Michigan and enjoys spending time with his wife Carol and two sons Thomas and Finley.