2017 National Spring Conference Speaker

Frank Moore

Frank Moore

Frank Moore founded Vintage Financial Services in 1985 after working in the banking industry and with an investment firm.

He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association. Frank currently serves as Chair of the NAPFA National Board of Directors. Previously he served on the NAPFA Midwest Region board as Treasurer, President and then Chairman.

His firm was one of six firms recognized in the Investment News Best Practices awards in 2013 as a Top Performer in human capital management.

Frank was one of 100 advisors featured in the 2012 book, America’s Top Financial Advisors: Financial Strategies from the Titans of Wealth Management.

Numerous national publications have quoted Frank and featured his market insights. Those have included the Wall Street Journal, Business Week, Financial Planning, the Journal of Financial Planning, Medical Economics, Investment News, Wealth Manager and others. Frank has also spoken at national investment conferences on topics ranging from the investment management process to marketing to applying technology to a wealth management practice.

He is a graduate of the University of Michigan where he earned a B.A. in economics. After his undergraduate studies, Frank became a CERTIFIED FINANCIAL PLANNER Professionalâ„¢ and has earned a Master of Science in financial services with a specialization in wealth management.

Frank is active in the Ann Arbor community where he has served on boards including the Wild Swan Theater , National Kidney Foundation of Michigan, Briarwood Rotary Foundation, Epsilon Trustee Corporation, and an allocations panel of the Washtenaw United Way. He has also served on the board of directors of DSLT Inc., a holding company for Diamond Crystal Specialty Foods.

Register for this Conference

Get ready for one of the largest networking events of the year