Stacey Frank
Owner, A&I Wealth Management
- Role
- Owner, Financial Advisor at A&i Wealth Management
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Stacey Frank
I\'m a second-generation owner and Vice President of A&I Wealth Management, a dba of A&I Financial Services. Founded in 1986, we are a financial planning and investment advisory firm that helps individuals, families and businesses grow and protect their wealth. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. Information provided is not an offer to buy or sell or a solicitation of any offer to buy or sell any securities mentioned. Posts and comments must refrain from recommending specific investments. The Company will delete comments deemed to be offensive or inappropriate. For further information please see: Securities provided through Geneos Wealth Management Inc, member FINRA, SIPC. Investment advisory services offered through A&I Wealth Management, a dba of A&I Financial Services LLC, registered investment advisor
Experience
Owner, Financial Advisor
Jan 2005 — Present · Denver, CO, US
As a financial advisor, my goal is to unlock the mystery of financial planning and debunk money myths, creating more time and money for what you value. I create a space of confidence, inspiration, and safety for my clients.Over the last 15 years, I’ve seen a gap for women investors. As women, we have unique needs that are largely undeserved by the financial community. In 2020, we created a new division in the firm to meet this need and focus exclusively on women’s wealth and wellbeing. Contact me to learn more!*FINRA Series 7, 66, and 24 licensed *Holds life and health insurances licenses, along with Long Term Care certification *Earned the Behavior Financial Advisor™ designation through the Kaplan Behavior Financial Advice ProgramSecurities provided through Geneos Wealth Management Inc, member FINRA, SIPC. Investment advisory services offered through A&I Wealth Management, a dba of A&I Financial Services LLC, registered investment advisor.
Education
University of Colorado Boulder
English Literature
1992 — 1993
University of Colorado at Boulder
Master's degree
1994 — 1996
Wake Forest University
Liberal Arts and Science
1991 — 1992
Skills
- Financial Advisory
- Securities
- Public Policy
- Series 7
- Marketing Strategy
- Corporate Communications
- Marketing
- Public Relations
- Public Speaking
- Strategic Planning
- Long Term Care Insurance
- Insurance
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