Stephen Frank, AIF®
Steve Frank, AIF®, is a seasoned financial advisor with over 35 years of experience, bringing a wealth of knowledge and a loyal client base of personal and corporate retirement plan relationships to the EmVision team. His career began at MetLife in Pittsburgh, where he honed his expertise with several insurance broker-dealers before joining Commonwealth in 2008. In 2009, Steve founded Frank Wealth Management, which later merged with Investment Partners in 2018. His journey with EmVision began through Commonwealth’s Succession Link, driven by his desire to ensure his clients’ financial futures as part of his succession planning.
Steve’s commitment to his clients is evident in his approach to financial education, empowering them to make informed decisions that support their long-term goals. Currently, he services 401(k) plans and manages client assets.
A graduate of Edinboro University (now Pennsylvania Western University) with a degree in Business and a minor in Finance, Steve is an active participant in professional groups such as the Summit Study Group and the Retirement Plan Advisory Group (RPAG). He also holds FINRA securities registrations: Series 6, 7, 22, and 63, along with the Accredited Investment Fiduciary® (AIF®) designation.
Beyond his professional life, Steve enjoys spending quality time with his family, including his three children, Abby, Stephanie, and Willem. Abby recently earned her master’s degree in education from The University of Pittsburgh and currently works as an admission counselor at Denison University. Stephanie is a recent graduate of Ohio State University and is pursuing a career in K-12 education policy and is currently working with Woolpert Inc. Willem plays for the Ohio AAA Blue Jackets 18U team, while also taking some classes at Columbus State. Steve also has two beloved dogs, Bogey and Jagr, both named with a nod to his family’s love for hockey and their favorite vacation spot.
Reflecting on his career, Steve says, “We’re here to help people from when they’re first starting out to retirement and beyond. I feel great when someone is able to accomplish their goals—whether it’s something like providing for a child’s education without acquiring debt, or enjoying their retirement without stress—because of the work we’ve done together.”
“We are incredibly grateful and honored to have Steve join our team,” said Michael Embrescia, president and CEO, EmVision Capital Advisors. “His extensive experience and deep commitment to his clients perfectly align with our values at EmVision. Steve’s dedication to ensuring his clients’ financial success is inspiring, and we’re thrilled to have him as part of our team.”
Steve Frank is more than just a financial advisor; he is a trusted partner dedicated to helping his clients achieve their financial goals, now and in the future.
