Michelle Moore
Michelle Moore is the founder and owner of Moore Family Wealth, where she combines her expertise as an Occupational Therapist, Retirement Specialist, Insurance Agent, Estate Planner, and Author to help families secure their financial futures and protect their legacies. With over three decades of experience in healthcare, senior support, disability care, and financial education, Michelle brings a unique blend of clinical insight and strategic financial guidance to her clients. Her approach empowers families to make informed decisions, maximize their resources, and achieve retirement confidence with clarity and peace of mind.
A published best-selling author of A Woman’s Guide to Financial Independence and Lasting Legacy and a contributor to the Journal of Gerontology, Michelle has been featured on Fox News for her expertise in retirement planning. Her professional focus includes retirement planning, estate planning, guaranteed lifetime income strategies, Medicare plans, life insurance, annuities, and Roth IRA and 401(k)/403(b) rollovers. Through Moore Family Wealth, she delivers personalized, easy-to-understand strategies designed to safeguard wealth, provide financial security, and support long-term legacy planning.
In addition to her financial practice, Michelle is deeply committed to education and mentorship. She serves as Program Coordinator for the OTA Program at Brookline College-Phoenix, shaping the next generation of occupational therapy professionals. She holds a Master’s degree in Occupational Therapy from Western New Mexico University and a Bachelor’s degree in Health Care Administration from Denver Technical College. Michelle’s work is guided by the values of grace, empathy, and meaningful connection, which inform her approach to both her professional endeavors and personal life.
• Western New Mexico University - MS
• Denver Technical College - BS
What do you attribute your success to?
I attribute my success to my children, who inspire me every day to strive for excellence, lead with integrity, and make meaningful contributions in both my personal and professional life. Their encouragement and example motivate me to overcome challenges, stay focused on my goals, and continually grow as a professional.
What’s the best career advice you’ve ever received?
The best career advice I have ever received is to simply keep going to persevere through challenges, stay committed to my goals, and trust that consistent effort and resilience lead to growth and success.
What advice would you give to young women entering your industry?
The best advice I would give to young women entering my industry is to delegate effectively and build a strong support network or tribe. Surrounding yourself with mentors, peers, and allies helps you navigate challenges, leverage opportunities, and achieve greater success.
What are the biggest challenges or opportunities in your field right now?
The biggest opportunity in my field right now is serving the baby boomer generation, whose needs present significant growth potential. The primary challenge is managing time effectively and ensuring I have the right people to support and execute on initiatives efficiently.
What values are most important to you in your work and personal life?
The values most important to me in both my work and personal life are grace, meaningful connection, and empathy. These principles guide how I interact with others, make decisions, and foster relationships built on trust and understanding.