Perry Moore, CFP®, ChFC®
LP
I am a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Consultant®. In 2004 I received a Bachelor of Science in Finance with a concentration in Financial Planning from Western Kentucky University. In 2011 I received a Masters in Business Administration from the University of Southern Indiana. Western Kentucky University’s Financial Planning program was one of the first CFP® board registered programs in the region. The program includes concentrations in financial management as well as estate, retirement, insurance and tax planning. I have attended IRA seminars with Ed Slott as well as Robert Keebler, both nationally recognized as leading sources of IRA information. In 2007 I joined Ed Slott's Elite IRA Advisor Group, and in 2009 became a Master Elite IRA Advisor which requires specific, additional training in the IRA and Qualified Plan areas as well as regular conference attendance. Other things you may not know about me: I am an Eagle Scout and Secretary of the Evansville Estate and Financial Planning Council.