It’s been an exciting year here at Guiding Wealth. We’ve worked with some amazing clients, hosted our first group of Residents, and launched a new service: one-time financial plans!
We’ve also had the chance to congratulate our founder, Hannah Moore, CFP®, on several new awards and professional achievements.
As we get ready to close out the year and prepare for 2025, we’d like to take a minute to reflect and highlight some of these accomplishments.
Hannah Moore, CFP®: 2024 Awards & Accomplishments
Hannah is our founder and leading financial planner. But she’s also a passionate educator — she’s the creator of Amplified Planning, a cutting-edge online educational program for aspiring financial planners. She also developed The Residency at Guiding Wealth, a hands-on experience program for new planners.
In recognition of her exceptional leadership and contributions to the financial planning profession, Hannah has recently received several awards:
-
- Innovator of the Year (Wealth Management Industry Awards)
- Women to Watch Excellence Awardee (InvestmentNews Women)
- IN Hot List 2024 (Investment News)
- Honoree: Luminaries With Heart (ThinkAdvisor Luminaries Awards)
She has also been named in a list of 20 people who are shaping wealth management in 2025.
Congratulations, Hannah!
Hannah Moore, CFP®: Past Awards & Accomplishments
While 2024 included some prestigious awards for Hannah, this isn’t the first time she’s been recognized for her contributions to financial planning.
Here are some of the previous awards Hannah has received:
-
- 2023 Industry Transformer Award, Women in Wealth Management Awards
- 2022 Barron’s 10 People to Watch in Wealth Management
- 2021 LUMINARIES, ThinkAdvisor
- 2021 Heart of Financial Planning Award, Financial Planning Association®
- 2019-2023 Investopedia’s Top 100 Financial Advisors (Top 10 in 2020!)
- 2020 Visionary Leader Award, Financial Planning Magazine
- 2018 10 Young Planners to Watch, Financial Advisor Magazine
Start 2025 With Expert Financial Guidance
We’re only a couple of weeks away from a brand-new year. Whether you’re planning on retirement in 2025 or still in the heart of your career, the beginning of the year is an excellent time to take stock of your financial situation and goals.
How do you feel about your budget? Are you on track for retirement? Do you have other short- or long-term goals you’d like to prioritize?
No matter what your financial plans are for 2025, Guiding Wealth is here to help. Hannah and the rest of our team are dedicated to helping you reach your financial goals with personalized guidance, investment advice, and wealth management services.
When you work with us, you can feel confident you’re trusting a leading expert with your finances. Schedule a consultation to get started.