Frank Fairbanks

About Frank Fairbanks

Frank is a Partner and private wealth manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron\'s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (20••••15)*.SpecialtiesWealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.*Rankings and/or recognition by unaffiliated rating services and/or publications shouldnot be construed by a client or prospective client as a guarantee that he/she willexperience a certain level of results if Company is engaged, or continues to be engaged,to provide investment advisory services, nor should it be construed as a current or pastendorsement of Company by any of its clients. Rankings published by magazines, andothers, generally base their selections exclusively on information prepared and/orsubmitted by the recognized adviser. Rankings are generally limited to participatingadvisers. The Company never pays a fee to be considered for any ranking or recognition,but may purchase plaques or reprints to publicize rankings

Experience

1. Partner, Private Wealth

   Creative Planning

   Jan 2023 — Present

Education

• Certified Public Accountant

  CPA

• Oklahoma State University

  Master of Science, Accounting

  2004 — 2005

• Oklahoma State University

  Bachelor of Science, Finance

  2000 — 2005

• Certified Financial Planner

  CFP

Skills

• Estate Planning
• Strategic Financial Planning
• Risk Management
• Financial Analysis
• Certified Financial Planner
• Cpa
• Retirement Planning
• Tax-Planning