CFP®, MPAS®, CRPC®, AIF®, CRPS®, MBA, MS
Financial Advisor / Member Owner
The most enjoyable part of my job is the ability to work as a team with our clients. We learn what is important to them, then help develop a personalized plan designed to pursue their life goals.
Grant Moore serves as a financial advisor in our Rockford, Illinois, headquarters, where he helps individuals nearing or in retirement create tax-efficient cash flow and investment strategies.
Grant holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Planning CounselorSM (CRPC®), Accredited Investment Fiduciary® (AIF®), and Chartered Retirement Plans SpecialistSM (CRPS®). His comprehensive approach to financial planning covers wealth transfer and philanthropy, proactive income and estate tax planning, retirement income optimization, insurance analysis, debt management, and education funding.
Involved in the financial industry since 2006, Grant previously was part of Savant’s financial planning team, producing investment analyses, preparing client plans, and coordinating implementation. He also focused on retirement projections.
Grant spent five years teaching undergraduate financial planning and estate planning courses as an adjunct professor at Franklin University in Columbus, Ohio. In 2016, InvestmentNews named him one of the nation’s top 40 financial advisors under age 40. He previously served on the Midwest board of directors for the National Association of Personal Financial Advisors and is a graduate of Leadership Rockford.
A frequent media contributor, Grant has appeared on local television and been quoted in national outlets such as The Wall Street Journal, InvestmentNews, U.S. News & World Report, Bloomberg Businessweek, USA Today, and Consumer Reports. He is also a featured guest on the SiriusXM radio show “Your Money,” hosted by the Wharton School of Business.
Grant graduated cum laude from Marquette University with a bachelor’s degree in finance and economics and a minor in psychology. He earned a Master of Business Administration (MBA) from Marquette and a Master of Science (MS) in personal financial planning, along with the Master Planner Advanced StudiesSM (MPAS®) designation, both from the College for Financial Planning.
Away from work, Grant enjoys traveling, playing golf, coaching his sons’ sports teams, and spending time with his wife, Erin, and their two sons, Landon and Hudson.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
2016 InvestmentNews Top 40 Under 40 Financial ADVISORS: This annual ranking published in July 2016 included professionals under age 40 in the finance industry based upon a combination of factors, including their accomplishments to date, contributions to the industry, leadership, and promise. The honorees were chosen among 800 nominees. Individuals were nominated by their firm. Savant did not pay a fee to be included in this ranking. Savant did purchase plaques after award was received. No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients.