The National Association of Personal Financial Advisors (NAPFA) recently elected Frank Moore, Vintage’s founder and CEO, to be the next Chairman of the national board of directors. Frank has been active with NAPFA for several years and previously served as president and chairman of the Midwest Region Board. He began a three year term on the national board in September and is the current treasurer. He’ll officially take on the one-year Chair position beginning September first.
NAPFA is the leading organization of fee only financial planners. Membership requirements are the highest in the profession and include the attainment of the Certified Financial Planner (CFP) designation, a peer review of the financial planning services offered, and adherence to the Code of Ethics. Members cannot receive commissions and are required to work with their clients in a fiduciary capacity. Continuing education requirements are double the hours needed to maintain the CFP designation.
As a result of the high standards, NAPFA is a relatively small organization, yet the media regularly recommends that readers seek out NAPFA members for their financial planning and investment needs. NAPFA is very consumer oriented and often is at odds with the Wall Street firms over regulatory issues. Prior NAPFA chairs have testified before Congress and met with SEC officials to push investor friendly legislation and rules. Frank looks forward to helping grow the organization and bringing quality, unconflicted financial advice to more Americans.