Frank Shoener, CPA, CFP®

As an AXA Advisors financial professional and an active member of the Fort Wayne community, I am dedicated to helping individuals and businesses build their financial futures.  Areas that I am experienced in include:

 Wealth Management and Investment Planning              

 Retirement Planning

 Business and Estate Planning Strategies

 Development of Retirement Plans for Businesses

 Group Health and Other Employee Benefit Programs*

After graduating from the University of Evansville in 1978, I spent several years in private and public accounting.  My career with AXA Advisors began on January 1, 1989.  My company achievements include:

• 5 Time Centurion
• 5 President's Cabinet Awards
• 5 National Leader Corps Awards
• 1999, Entered the Hall of Fame
• 2002, Hallmark I Award
• 2004, Superior Achievement Award
• 6 Circle of Excellence Awards
• 2 Summit Awards
• 2008, Hallmark 2 Award
• 2009 Distinguished Service Award

Maintaining a strong sense of community and a solid professional foundation are very important to me.  My community activities and professional affiliations include:

• AICPA and Indiana CPA Society
• Institute of Certified Financial Planners
• Fort Wayne Estate Planning Council
• Fort Wayne Breakfast Sertoma Club
• Attend The Chapel

I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

In my leisure time, I enjoy golfing, fishing, bicycling and spending time with my wife, Sandy, and our two children.

AXA Advisors and its affiliates and associates do not provide tax or legal advice.

* Products offered through AXA Network, LLC and its insurance agency subsidaries.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

 CFP Disclosure:  CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.