Karl Frank
Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them.
Click here to read full biography. Biography
- In addition to his Certified Financial Planner® designation, he holds 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, 52, 63, 65, as well as his life insurance license.
- Karl is a leader in the Denver business and financial planning communities. He sits on the Board of Directors for the Financial Planning Association (FPA) of Colorado and leads the public relations efforts for the FPA. 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 for the Profession".
- Karl frequently appears on local television stations, including KCNC 4, KUSA 9, Fox 31 and others. Karl is also actively involved with the Metro Denver Chamber of Commerce as a volunteer Ambassador and a member of the CEO Exchange.
- Karl is a member of the Million Dollar Roundtable, an international organization of roughly 40,000 advisors and insurance professionals. He was one of less than 30 advisors in Colorado to achieve the Top of the Table status in 2008, 2009 and 2010.
- Karl is a contributor to the Denver Business Journal. His exit planning work for business owners was featured in Financial Advisor Magazine. He as featured in the November 2011 issue of Investment Advisor Magazine.
- Karl loves mountain sports, especially hiking and skiing. He also enjoys golfing, writing, and woodworking. Karl, his wife and children live in Centennial, Colorado.
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