Gregory Frank, CPA, CFP^®

Gregory Frank, CPA, CFP®, is a financial advisor with more than 15 years of experience in the finance and accounting industry. He develops and presents comprehensive financial plans, provides in-depth analysis, and helps clients make informed decisions across all areas of their financial lives.

At Spring Ridge Financial Group, Greg is responsible for developing financial analytics, reporting, and monitoring capabilities that support effective investment and financial planning decisions. He researches investments, builds portfolios and helps guide investment strategy based on each client’s goals, risk tolerance, and long-term objectives.

Prior to joining Spring Ridge, Greg spent more than eight years at KPMG, one of the Big Four public accounting firms, where he developed and deployed data and analytics solutions for Fortune 500 companies. His work focused on helping organizations generate actionable insights, solve complex business problems, and improve decision-making through better use of data.

Greg graduated from Temple University with a Bachelor of Business Administration in Accounting. He has been a licensed Certified Public Accountant since 2014 and holds the CERTIFIED FINANCIAL PLANNER® certification, along with FINRA Series 7, 63, and 65 securities registrations.

Outside of work, Greg enjoys spending time with his wife, Gail; stepdaughters, Adara and Marisa; and sons, Gavin and Leo. He is also passionate about fitness and sports, especially the Kansas City Chiefs and Temple Owls basketball and football.