Kathleen Moore has been working in the financial services industry for 30 years. Kathleen started her career with Capital Planning Institute in June 1983. She was named Vice President of the firm in 1993 and was promoted to President in June 2013. In 2015, Capital Planning Institute merged with Saline Stahl Wealth Management Group, creating a financial planning firm with over 100 years of combined financial services industry experience.
Kathleen has been working with individuals and small business owners to help create, preserve and monitor their financial assets. This is accomplished with a four-step process: defining financial goals, designing a customized written financial plan, implementing the strategy, and periodically monitoring and updating the plan as needed based on the ever-changing financial environment.
Kathleen is a graduate of the Katharine Gibbs Business School. She holds FINRA General Securities license (series 7) and General Securities Principal license (series 24). Kathleen is also licensed to sell Life, Health, and Variable insurance in New Jersey and Pennsylvania. In 1997, Kathleen was awarded the Certified Funds Specialist® designation from the Institute of Business & Finance.
In 2005, Capital Planning institute founded the Senior Resource Alliance of Burlington County in order to provide ethical, competent, and professional services to seniors. Currently Kathleen serves as the Assistant Director.
Kathleen is married with one daughter and has lived in Cinnaminson, NJ for over 30 years.