The right moves for your financial future

A planning-based approach with an emphasis on risk management

Our team is dedicated to making a meaningful impact on your personal and professional life. That means understanding your priorities. Whether your focus is on maintaining your lifestyle, preparing your family to be responsible stewards of wealth or preserving your values and legacy, we’re committed to each generation of your family.

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Michael Scott Frantz, CFP

Senior Vice President–Wealth Management

Role: Mike focuses on working with multigenerational families and entrepreneurs to create long-term financial plans and investment portfolios.


Credibility: Mike is a CERTIFIED FINANCIAL PLANNER® and has over 20 years of experience in the financial services industry. He graduated from the University of Washington with a BA in Economics.


Connections: Mike lives in Shoreline with his wife, two kids and double doodle. He enjoys running, skiing, boating, cooking and traveling.

Community Involvement:

  • Outdoors For All - Ski instructor
  • King County Library System Foundation - Finance and Audit Committee
  • World Affairs Council of Seattle - Fellows Program
  • CleanTech Alliance - Treasurer
Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • B.A. Economics, University of Washington
  • CERTIFIED FINANCIAL PLANNER™ Curriculum, The American College of Financial Services
  • The Bridge: Board Training, Seattle Works

Credentials

  • CERTIFIED FINANCIAL PLANNER
  • Portfolio Manager

Advice and Solutions for Green Tech Entrepreneurs and Business Owners

Financial planning
Retirement planning
Estate planning strategies
Exit planning
Sustainable investing
Impact investing
Business Owners
Entrepreneurs
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me

Michael Scott Frantz, CFP is also part of:
The Arbor Group

Advice and Solutions for Entrepreneurs and Business Owners

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