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Financial Planning > Behavioral Finance

NAPFA Elects Moore Board Chairman for 2015 Term

By Emily Zulz

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The National Association of Personal Financial Advisors board of directors has elected Frank Moore, the board’s treasurer, to the position of 2015-2016 national chairman, the organization announced on Friday.

Moore, president and founder of Vintage Financial Services, will serve as chairman-elect and remain as treasurer until his term begins on Sept. 1.

As chairman, Moore said he aims to help build on past initiatives to continue to grow membership.

“In the past couple years, NAPFA has hired a new CEO, new staff members, moved to new offices and made some substantial technology investments both internally and for the membership,” Moore said in a statement. “I’m excited to be able to help us build on this and grow the membership.”

NAPFA, a professional association in the United States dedicated to the advancement of fee-only financial planning, has more than 2,500 members across the country. Moore’s prior years of service to NAPFA include the role of chairman and treasurer for NAPFA’s Midwest Region.

“NAPFA members offer exactly what many consumers want today, a fiduciary advisor they can trust who provides comprehensive financial planning services that go well beyond investment management,” said Moore, a certified financial planner professional with an economics degree and a Master of Science in financial services.

Moore, a resident of Ann Arbor, Michigan, founded Vintage Financial Services in 1985 after working in banking and investment management.

Moore was named one of 100 advisors featured in America’s Top Financial Advisors: Financial Strategies from the Titans of Wealth Management by Benjamin Rush in 2012.

Robert Gerstemeier is the current chairman. Gerstemeier is the president and founder of Gerstemeier Financial Group LLC, a fee-only registered investment advisory firm with offices in Chicago and Cincinnati.

— Check out How Fiduciary Advisors Can Change Wall Street—Again on ThinkAdvisor.

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