Karl Frank

Karl Frank, Certified Financial Planner®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a Colorado company that helps a small number of successful families grow and protect their investments and choose how they want to be taxed. Karl specializes in the unloved business owners in Denver, Englewood & Lone Tree, Colorado.

Karl is a leader and a giver in the Denver community.  Karl served as the 2014 President of the Financial Planning Association (FPA) of Colorado and held numerous Director roles for this, and other, non-profit organizations.  He launched Denver Financial Planning Day in 2009, bringing together the best CFPs in Colorado and providing advice to everyone, whether they are homeless or have millions in their checking accounts. This annual event has since blossomed into a model for other cities around the USA.  Karl was nominated by his peers as a “Leader in the Profession” and is profiled in the June 2012 edition of the Journal of Financial Planning for “Going the Extra Mile.” He also provides pro bono financial planning advice for victims of natural disasters, including wildfires.

At a national level, Karl also volunteers for professional organizations in the field of financial planning.  He has served as an Ambassador for the national Certified Financial Planner® (CFP) Board since 2014.  

Karl is an accomplished public speaker. In 2013, he spoke at the MDRT annual convention about tax planning and retirement strategies to a group of over 1,000 financial professionals. Speaking at MDRT is a prestigious honor. He has appeared on television stations including KCNC 4, KUSA 9, Fox 31 and others.

Karl’s education includes a Certified Financial Planner® designation and three Masters Degrees. He earned a Master of Business Administration and Masters of Science in Finance from the University of Denver, Daniels College and Reimann School of Finance. He also has a Master of Arts in English from the University of Colorado at Boulder. He holds FINRA securities licenses 7, 24, 53, 63, 65, as well as his life insurance license. For many years, he has received the Five Star Wealth Manager Award. Read these disclosures.

Colorado-native Karl loves mountain sports, especially mountaineering and skiing. He also enjoys reading poetry, bicycle riding, feeding the koi fish and the birds. Karl and his family live in Greenwood Village, Colorado.