Jason Frank

Jason Frank has over 20 years of financial services experience and is a CERTIFIED FINANCIAL PLANNER™ professional. His areas of practice include retirement planning, asset management, and college planning. As a third generation financial advisor, Jason developed his love of investing and finance at an early age.

A frequent speaker on financial topics, Jason is an instructor at Purdue University Fort Wayne through the Division of Personal and Professional Development. Jason resides in rural Adams county with his wife, Heather, and their son, Zach.

Professional Licenses and Certifications: CERTIFIED FINANCIAL PLANNER™, FINRA Series 6, 7, 24, 63, and 65, Indiana Life and Health Insurance, Indiana Long Term Care Partnership.