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January 28, 2012 @ 02:56 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10

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AXA Advisors

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
  • 2006, Summit Award
  • 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.

 

 

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