A.J. Frank, CFP® is a Certified Financial PlannerTM Practitioner with over 20 years experience in Fee-Only financial and investment planning.
A.J. has worked with Financial Alternatives, Inc. since 1999 and is in charge of all of our internal accounting. Prior to working as a financial planner, she ran her own office services firm, helping small businesses with administrative tasks such as newsletter publishing, correspondence and bookkeeping.
A.J.’s professional experience and connections have been instrumental in helping Financial Alternatives, Inc. locate many of the excellent related professionals we use with our clients. She is the consummate professional and we are extremely fortunate to have her on our team.
In addition to A.J.’s work at Financial Alternatives, Inc. she continues to provide financial planning services to some middle income clients in her own practice. When not in the office, A.J. enjoys reading, walking, needlepoint and knitting as well as attending the theatre. She is also a member of the San Diego Women’s Foundation.
