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Karl Frank, CFP® of A&I Wealth Management Honored with Prestigious Eileen Sharkey Award
Denver, CO — December 16, 2024 — Karl Frank, CFP® of A&I Wealth Management has been recognized as the recipient of the distinguished Eileen Sharkey Award, an honor that celebrates outstanding contributions to the financial planning profession.
The award commemorates the legacy of Eileen Sharkey, a trailblazer in financial planning who broke barriers as one of the world’s first women Certified Financial Planners™. As a founding partner of one of the country’s first fee-only financial planning firms and a past President of the Financial Planning Association, Eileen exemplified integrity, leadership, and optimism during times of industry upheaval.
“To be mentioned beside Eileen Sharkey’s name is a profound honor,” said Karl Frank. “Her legacy reminds us of the importance of our work as financial planners. We deliver more than numbers; we deliver hope. Financial planning is a 21st-century survival skill, and we provide confidence in an increasingly stressful and complex world.”
Reflecting on the award, Karl emphasized the impact financial planners have on people’s lives, helping them navigate complicated questions and achieve clarity for the future. “The next generation of financial planners can draw inspiration from Eileen Sharkey’s leadership and dedication. Our profession offers a vital and noble service to the world, and there is much work to be done.”
Karl Frank expressed his commitment to the principles championed by Eileen Sharkey, with the award serving as a visible reminder of the profound responsibility financial planners carry.
“I will place this plaque in a prominent spot in our office, where I can see it daily and reflect on the importance of our profession. The more we give, the more we receive.”
About A&I Wealth Management
A&I Wealth Management, based in Denver, Colorado, has been helping families and business owners grow and protect their wealth since 1986. As fiduciary financial advisors, they provide personalized financial planning and investment management services tailored to clients’ unique goals and values. With a proven 5-meeting process and a commitment to professional excellence, the team is recognized for leadership within the financial planning profession and dedication to community engagement. To learn more, visit assetsandincome.com.
About the Eileen Sharkey Award
The Eileen M. Sharkey, CFP® Outstanding Membership Recognition Award, presented annually by the Financial Planning Association of Colorado, honors members who exemplify the highest standards of the financial planning profession. Named after Eileen Sharkey, a pioneering CFP® and founding partner of one of Denver’s first fee-only financial planning firms, the award recognizes individuals with at least five years of FPA membership, CFP® certification, and a demonstrated commitment to professional excellence, community engagement, and volunteerism. This prestigious award celebrates those who uphold Eileen Sharkey’s legacy of integrity, leadership, and dedication to advancing the financial planning profession. For more details, visit cofpa.org.
Disclaimer:
The Eileen M. Sharkey, CFP® Outstanding Membership Recognition Award, is presented annually to one recipient by the Financial Planning Association of Colorado. The award recognizes individuals with at least five years of FPA membership, CFP® certification, strong stewardship of CFP® credentials, active and engaged membership in the Colorado Financial Planning Association and has served as a volunteer (non-paid, non-business generation) along with supporting and participating in Colorado FPA activities and events. Qualified nominees are requested from the membership annually and the recipient receives one year of complimentary FPA and Colorado FPA dues paid at their next renewal. Working with an Eileen M. Sharkey award recipient or any wealth manager is no guarantee as to future investment success. For more information about this award and selection methodology, go to https://cofpa.org/Awards.
