Frank Endris
President and Chief Compliance Officer of Keystone Financial Partners
Frank Endris has served the financial needs of individuals, families, and businesses since 1992. After graduating from Purdue University with a Bachelor of Science degree in Financial Planning, he initially specialized in asset protection and estate planning. More recently he has been an advisor to the 16th largest U.S. Broker-Dealer and V.P. of an award-winning Colorado-based wealth strategies and research firm. These experiences have expanded his expertise and deepened his love for helping people achieve peace of mind amid life’s financial uncertainties, both during the working years and retirement.
Frank’s favorite role has been as a fiduciary. He feels there is no greater privilege than to uphold the financial best interests of his clients. It is this highest standard of care that led him to create Keystone Financial Partners as an independent Registered Investment Advisory firm in 2015.
Frank maintains fiduciary responsibility through the Colorado Division of Securities and SEC. Additionally, he is a Chartered Federal Benefits ConsultantSM (ChFEBCSM) and is certified by the NSSA® as a National Social Security Advisor. He has also earned the Series 66 and 7 licenses as well as life and health.
Beyond his career, Frank relishes Colorado living with his wife and four children. They enjoy slopes, trails, scenic byways, dirt roads, and campsites. Together they are committed to community, church, friendships, and family.
Contact Frank Endris:
Phone:(719) 377-2270
Email:[email protected]
Frank Endris Articles:
http://www.psretirement.com/investment-beginners-guide/
http://www.psretirement.com/women-saving-retirement/