Frank Butterfield, CPA, CFP®, PFS, CFA

Principal

Frank-Butterfield
Hometown

New Haven, CT

Colleges

University of North Carolina at Chapel Hill

Certifications

CFA, CFP®, CPA, PFS

Office Location

Buckhead (HQ)

Frank joined Homrich Berg in 1993.  Frank’s expertise includes investment strategy and financial planning for individuals, families and charitable foundations.  Previously, Frank practiced as a CPA for 14 years, primarily serving individuals and small business owners.  Frank worked at Price Waterhouse and KPMG Peat Marwick, where he edited and instructed several firm-wide personal financial planning and estate planning courses.

Frank holds or has held a number of board, financial, and investment roles at a half-dozen nonprofit organizations, including The Sara Giles Moore Foundation and The Atlanta Opera.

Frank has appeared on CNBC and Fox, as well as several local Atlanta television and radio programs.  He has been quoted in many industry magazines and newspapers, and has authored articles for Personal Financial Planning and On Investing magazines, among other publications.  Frank earned a bachelor’s degree in accounting from the University of North Carolina where he achieved the third highest score in the country on the November 1978 CPA exam and he is a CERTIFIED FINANCIAL PLANNER™ professional.

Frank-Butterfield

Frank joined Homrich Berg in 1993.  Frank’s expertise includes investment strategy and financial planning for individuals, families and charitable foundations.  Previously, Frank practiced as a CPA for 14 years, primarily serving individuals and small business owners.  Frank worked at Price Waterhouse and KPMG Peat Marwick, where he edited and instructed several firm-wide personal financial planning and estate planning courses.

Frank holds or has held a number of board, financial, and investment roles at a half-dozen nonprofit organizations, including The Sara Giles Moore Foundation and The Atlanta Opera.

Frank has appeared on CNBC and Fox, as well as several local Atlanta television and radio programs.  He has been quoted in many industry magazines and newspapers, and has authored articles for Personal Financial Planning and On Investing magazines, among other publications.  Frank earned a bachelor’s degree in accounting from the University of North Carolina where he achieved the third highest score in the country on the November 1978 CPA exam and he is a CERTIFIED FINANCIAL PLANNER™ professional.

Hometown

New Haven, CT

Colleges

University of North Carolina at Chapel Hill

Certifications

CFA, CFP®, CPA, PFS

Office Location

Buckhead (HQ)