Ashley Frank, CLTC®, FPQP®
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Client Service Specialist & Marketing Manager
Ashley Frank, CLTC®, FPQP® is a Client Service Specialist and Marketing Manager at Center for Financial Planning, Inc.® Contributing to both departments, Ashley is a Center asset. She has over 15 years’ experience in the industry.
She works closely with several lead financial planners to manage the client service side of relationships. And, as a specialist in event planning, Ashley coordinates our client appreciation and educational events.
Ashley’s career in financial services began in 2006 and she joined The Center in 2016. She previously worked as a Client Relationship Specialist at an investment advisory firm. Ashley is experienced in retirement planning and has a special interest in annuity, long-term care, and other insurance planning. She has obtained her Certification for Long-Term Care, Life, Accident, and Health License, Property and Casualty License, Series 6 and 63 Securities Licenses, and recently her Financial Paraplanner Qualified Professional™ She is driven to help clients achieve their goals.
In her free time, Ashley enjoys spending quality time with her husband and three young sons. Ashley enjoys traveling, exploring new destinations, and staying active outdoors.
EDUCATION:
Associates Degree, Business Management, Kent State University
Licensing & Certifications:
Certification for Long-Term Care (CLTC®)
Financial Paraplanner Qualified Professional™ (FPQP®)
Series 6 and Series 63 Securities Licenses
Life, Accident, and Health Insurance License
Property and Casualty Insurance License