Donald L. Moore, CLU®, ChFC®, Emeritus Member

Donald L. Moore, CLU®, ChFC®, Emeritus Member

Chesapeake Financial Strategies, LLC,
7501 Greenway Center Drive
Suite 420, Greenbelt, MD  20770

Experience

Began Financial Services in 1966 after teaching at University of Maryland for 2 years while working on master’s degree.

Education

Bachelor of Science from West Chester University of Pennsylvania

Business Focus

Don is currently the Owner and Managing Principal of Chesapeake Financial Strategies, LLC, a firm specializing in wealth creation and financial planning. He has used his teaching skills to better enable his clients to make educated, informed decisions about their financial objectives and portfolio development.

Recognition

50 year member of Million Dollar Round Table; Inducted into Fidelity Union Life’s Hall of Fame as a General Agent and a personal producer; Elected as the National Chairman of Fidelity Union Leaders Forum. Currently serves on the advisory Board for the Insured Retirement Institute (IRI). Founding member of the Pinnacle Study Group.

Family

Don’s hobbies include boating on the Chesapeake Bay and model railroading. He is married to his life and business partner, Ann, and lives in Severn, Maryland. He is the proud father of Donnie, who joined the firm, and Jennifer and also has 5 grandchildren.

Designations

Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC)

The objective of the Pinnacle Group is to achieve an even higher level of personal growth and professional development. We currently have eighteen members, all of whom are “Top of the Table” producers, “Court of the Table” producers, and/or seasoned financial planners, each with many years of experience. A prospective member is carefully screened before being invited to join the study group and each is considered a provisional for the first year.

Next Events

Link to Events
  • Omaha, NB

    February 21-23, 2019