David B. Frank has been associated with the financial service industry dating back to the late ‘80s and early ‘90s. David and Kate, his partner and wife, serve their clients along with their team of advisors at Innovative Premier Financial Services (IPFS Planning), offering education and creating long-lasting relationships. IPFS is currently a General Agency (GA) for insurance companies serving the greater Houston and Harris Co. area, with a presence in several other states.
Prior to creating IPFS, David served as Executive Vice President and Chief Operating Officer, central to the leadership team at Wealth Development Strategies L.P. (Penn Mutual M.D. on the career side and prior serving as a R.D. on the IFN side of the company). David has also held the Position of EVP at HomeCom Communications, a publicly held NASDQ listed company, and President of its wholly owned broker dealer.
Over the last 20 years, David has served in many additional diverse executive roles in both the public and private sectors of the financial services industry. He has dedicated his career to the education, development, implementation and promotion of financial programs that provide thoughtful, educated and diverse products, strategies, designs and analysis for his clients and advisors. His professional history includes producing a financial talk radio show called “All Things Financial,” numerous public speaking engagements and managing wholly owned, full service and independent insurance agencies, property and casualty agencies and FINRA broker-dealers.
To further his professional development, David has acquired insurance licenses in all 50 states, FINRA securities registrations 7, 24, 63 and 65, and permanent Property & Casualty insurance brokerage license.
Some of his accomplishments in the financial services industry include:
- Proficiency in complex and advanced case design, solution planning and diverse investment and insurance strategies
- A dynamic management career creating, building, developing and leading top-performing sales organizations, marketing, multi-state insurance, FINRA (formerly NASD) broker dealers & bank marketing organizations
- Directed strategic business planning for over 225 financial institutions including the creation of investment centers, marketing, training and incentive programs growing life & annuity sales to over $300 million annually
- Consulted and created Insurance Annuity products for Insurance Carriers as well as developed the national marketing and distribution strategies and programs
David graduated from Boston University with a Bachelor of Science degree in Marketing. In addition, he has done numerous hours of advanced/post graduate education, and is engaged in the MSFS program along with 5 professional designations.
He lives with his wife, Kate, and 2 of their 4 children. Zackary, 26, is a Lieutenant Firefighter in Hanahan, SC; Abby, 24, is currently a student at The Baylor College of Medicines PA program; Regan, 17, is a Senior in HS; & Cooper, 12, is following his older siblings as a baseball star.
David’s hobbies include competitive triathlons, marathons, endurance races, and bicycle races. He is a multiple Ironman triathlete. As a sport enthusiast, David has played ice hockey for most of his life, coached youth sports for over 30 years and has spent over 33 years as a certified youth hockey official and instructor at the high-school and NCAA college level. However, none of these hold a candle to coaching and cheering on his kids in their respective sports and activities. David also sits as a volunteer on several boards and consults several charitable and business start-up organizations.