RBM Wealth Managent Group
RBM Wealth Managent Group
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    • Home
    • About Us
    • Our Services
      • Financial Planning
      • Investment Planning
      • Insurance Planning
    • Our Process
    • Important Info
      • Worth The Watch
      • Worth The Read
      • Account Login
      • Come See Us
  • Home
  • About Us
  • Our Services
    • Financial Planning
    • Investment Planning
    • Insurance Planning
  • Our Process
  • Important Info
    • Worth The Watch
    • Worth The Read
    • Account Login
    • Come See Us

More About Brett

Brett L. Moore, CFP®

A CERTIFIED FINANCIAL PLANNER™, Wealth Advisor and Managing Partner of RBM Wealth Management Group. Brett has been married to his wife, Jennie, since 2016 and they have two daughters. He grew up in the financial services industry. He worked for his father, also a CFP® in Virginia, for ten years after playing professional baseball for three years. Brett moved to Georgia in 2017 to be closer to his wife's family. Brett is a big fan of baseball and college football. 

Credentials and Accomplishments include:

  • Bachelor of Science in Business with a Math Minor from Mount St. Mary's University, 2011


  • CFP® Certification Professional Education Program from the College For Financial Planning, 2014


  • Life, Health and Annuities Licensed, 2015*


  • FINRA Series 7, General Securities Representative, 2015*


  • FINRA Series 66, Uniform Combined State Law, 2016*


  • CERTIFIED FINANCIAL PLANNER™, CFP® designation from the College For Financial Planning, 2017


  • NAIFA National Advisor Today's 4 Under 40 in 2022

 

  • NAIFA Atlanta Top 40 Advisors Under 40 in 2023


  • NAIFA National Quality Award 2022-Present


  • Listed in the Marquis Who's Who


  • Million Dollar Round Table - Court of the Table 2023


  • Named best Financial Advisor, Newnan-Coweta Magazine Reader's Choice, Best of Coweta of Coweta 2022


  • Nominated one of the top 3 advisor, Newnan-Coweta Magazine Reader's Choice, Best of Coweta 2021, 2023


  • Jackson National Stars Club 2019-2023


  • Member of the Financial Planning Association 2014-Present


  • Member of the National Association of Insurance and Financial Advisors, 2014-Present 


  • Member of the Northern Virginia Estate Planning Council, 2015-2017


  • Member of the Coweta Chamber of Commerce, 2018-Present


  • Member of the Young Professionals Committee, 2018-Present


  • Chair of the Emerging Leaders Alliance, 2018-Present


  • Member of the Association of Professional Ball Players of America, 2011-Present


  • Member of Ameritas' All-Star Study Group 2022-Present


  • Published author in Newnan-Coweta Magazine 2022


  • NAIFA Atlanta & Georgia Top Advisor Panel speaker 2023


*Held through LPL Financial 


**Best of Coweta award based on online polling.

***Advisor Today magazine each year recognizes four financial advisors nationally for the “4 Under 40” who achieve excellence in their profession by or before the age of 40.

Articles & Galleries

Fiscal Fitness Article & Gallery

Court of the Table - Million Dollar Round Table Qualification

NAIFA National Advisor Today Profile Article & Gallery

"Get - and Keep - Your Savings In Order"

Written by: Brett L. Moore

Featured in the January 2023 Newnan-Coweta Magazine

Read

NAIFA National Advisor Today Profile Article & Gallery

Court of the Table - Million Dollar Round Table Qualification

NAIFA National Advisor Today Profile Article & Gallery

"Brett Moore Builds Loyalty by Doing What's Right"

Written by: Ronan Friend of NAIFA

Featured in the February 2022 Advisor Today Magazine

Read

Court of the Table - Million Dollar Round Table Qualification

Court of the Table - Million Dollar Round Table Qualification

Court of the Table - Million Dollar Round Table Qualification

2023 Press Release

Read

Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.  Representatives are currently licensed for Advisory Business: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IS, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY

For Brokerage Business: AL, CA, GA, MA, MD, NC, OH, OK, SC, VA, TX.

For Insurance & Annuities:  AK, AL, CA, CT, GA, MA, MD, NC, OK, SC, VA , TX

Talk with your representative on additional states not listed. 

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770.400.5521 or info@rbmwealthmanagement.com

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