Get Started
Financial Planners

Steven A. Frank

J.D., CFP®, AIF®

Wealth Manager

Steven A. Frank

J.D., CFP®, AIF®

Wealth Manager

Biography

A lawyer in his past life, Steven took the plunge into the financial world when he joined Plancorp in 2011. His past experience in private law practice, as well as a stint on Capitol Hill, instilled in him a desire to work proactively with clients and educate them through every step of the planning process.

As an attorney, Steven practiced in the areas of Business and Trust and Estate law. During his time on Capitol Hill, Steven worked in both the U.S. Senate and House of Representatives. Desiring a role that allowed him to work more personally and proactively with clients, Steven made the move to Plancorp.

Outside of Plancorp, Steven stays busy with his wife, Molly, and their two sons, Grady and Ernie. He also stays active playing in various soccer leagues and enjoys cooking, skiing, and traveling.

Education
  • George Washington University, BA in Political Science, 2004
  • Washington University in St. Louis School of Law, Juris Doctor (J.D.), 2009

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

Read More
We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.