Grant W. Moore

CFP®, MPAS®, CRPC®, AIF®, CRPS®, MBA, MS

The most enjoyable part of my job is the ability to work as a team with our clients. By learning what is important to them, we are able to develop a personalized plan to help accomplish their life goals.

190 Buckley Drive Rockford, IL 61107
815.227.0300

Grant focuses on helping those close to and in retirement develop tax-efficient cash flow and investment strategies. He has been involved in the financial services industry since 2006. Prior to becoming a financial advisor, Grant worked in Savant’s financial planning department where he produced investment analyses, prepared client financial plans, and coordinated plan implementation. He also specialized in retirement projections.

Grant is a cum laude graduate of Marquette University with a bachelor of science degree in finance and economics with a minor in psychology. He earned a master of business administration degree from Marquette University and a master of science degree in personal financial planning and a Master Planner Advanced StudiesSM (MPAS®) designation, both from the College for Financial Planning. Grant is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Investment Fiduciary® (AIF®), and a Chartered Retirement Plans SpecialistSM (CRPS®).

Grant is an adjunct professor, teaching undergraduate financial planning and estate planning courses at Franklin University. In 2016 Grant was selected as one of the top 40 financial advisors under age 40 in the United States by InvestmentNews. He previously served on the Midwest board of directors for the National Association of Personal Financial Advisors (NAPFA), the largest network of fee-only financial planners. Locally, he is a graduate of the Leadership Rockford program.

Grant is routinely interviewed by local television stations and has been quoted in national publications including the Wall Street Journal, InvestmentNews, U.S. News & World Report, Bloomberg Businessweek, USA Today, and Consumer Reports. He is also a frequent featured guest on the Sirius XM Satellite Radio show, “Your Money,” hosted by the Wharton School of Business.

Grant and his wife Erin have two sons, Landon and Hudson. He enjoys traveling, playing golf, coaching his sons’ sports teams, and spending time with his family.


Education &
Designations

  • Marquette University
    Bachelor of Science in Finance and Economics, cum laude
    MBA
  • College for Financial Planning
    Master of Science in Personal Financial Planning
    Master Planner Advanced StudiesSM (MPAS®)
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Accredited Investment Fiduciary® (AIF®)
  • Chartered Retirement Plans SpecialistSM (CRPS®)

Affiliations &
Community Service

  • Franklin University – adjunct professor
  • Leadership Rockford

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.