Prior to joining United Planners Frank was with Morgan Stanley Dean Witter, and Cambridge Investment Research. Frank has been in the business for over 20 years. He received his BA from Fordham University; and MSW from U.C. Berkeley. He is a Registered Principal with United Planners and has Series 7, 24, 63 and 65 licenses. He has had his CFP® designation since 1999 as well as his CFA designation since 2003. He has NH Health and Life Insurance License; Member of the Chartered Financial Analyst Institute, the NH State Planning Council, and the Boston Security Analyst Society; and Associate Member of the Market Technicians Association. He lives in Hollis, NH, with his wife, Jennifer, and his children, Joseph and Teresa.
Karen T. Fahel
Karen is the Administrative Assistant of JTD Financial Services.
Karen has over 25 years of administrative experience, working in such varied fields as financial services, advertising, education, church, construction, computer industry, non-profit companies, and law. She lives in Manchester, NH, with her husband, Leigh, and two daughters, Deborah and Elizabeth.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.