Jerod Frank, ChFC®
Helping Catholic Families steward their wealth with prudence and generosity.
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Serving Clients Nationwide
Helping Catholic Families steward their wealth with prudence and generosity.
Areas of Focus
- Business Owners
- Catholic Values Investing
- Faith-Based Investing
- High Net Worth
- Insurance
- Investment Management
- Retirement Planning
- Special Needs Planning
- Taxes
About Jerod Frank, ChFC®
I help clients trade fear for prudence, greed for generosity, and short-term noise for an eternal focus.I do this through comprehensive planning, a cash flow operating system, and customized portfolios to screen out investments that go against what we believe.
I believe in conviction over location. In our digital age, my team and I work virtually with clients who share our values, wherever meeting in person isn't practical.
I'm a graduate of Baylor University where I earned my B.B.A. in Finance and Entrepreneurship. I love spending time with my wife, Kiersten, and our three children, Sienna, Gemma, and Henry. When not at work or with family, you can likely find me playing basketball across Grapevine, Southlake, and Colleyville.
Memberships / Community
▪️ St. Francis of Assisi Catholic Church
▪️ Conscious Capitalism
▪️ Catholic Financial Planners Network (CFPN)
▪️ Claritas
▪️ Catholic Men of America
Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 800-873-7637, www.htk.com. Wealth Coordination Partners is unaffiliated with HTK. We are securities licensed in our resident state of Texas, as well as CA, FL, AR, AZ, FL, GA, IL, OK, OH and NY. We are insurance licensed in our resident state of Texas, as well as KS, AR, AZ, GA, MS, OK, CA, CO, NY, WA, and FL. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.
Professional Designations
- Chartered Financial Consultant (ChFC)
Affiliations
-
Catholic Financial Planner Network
- National Association of Insurance and Financial Advisors
Primary Location
16633 Dallas Pkwy Suite 525 Addison, TX 75001
Additional Locations
📍 1560 E Southlake Blvd, Southlake, TX 76092
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Wealth Coordination Partners
At Wealth Coordination Partners, our economics-based process is designed to help you and your family protect your wealth, grow your wealth, and enjoy your wealth.Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Finding Your Fit
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
If you have any questions, please send us an email or call the office. We look forward to speaking with you.
What We Do
Our team specializes in helping individuals and families both increase and enjoy their wealth, while reducing or maintaining their same level of risk. Prioritizing increasing their benefits and protection against the unknown, all with the option of no out-of-pocket expenses. We highly value being educational with our clients so they fully understand all of the strengths and weaknesses of every product they own or can own, as well as every strategy they can implement.
We understand the many challenges surrounding personal finance today and strive to be leaders in offering the most comprehensive, transparent, and empowering approach!
Areas of Specialization
✔️ Catholics: This industry is based largely on focusing on fear and greed. My goal is to help replace those vices with the virtues of prudence and generosity. My purpose is to guide Catholics to help their money serve a higher purpose and help you and those around you get closer to Christ, not further away.
✔️ HENRYs: High Earners Not Rich/Retired Yet. These are families still in the accumulation phase. Balancing multiple competing financial goals and trying to get the most out of their money to let them live and give more.
✔️ Small Business Owners: We work in the intersection where business and personal finance meet. We work with our business owner clients to make sure their most valuable asset is protected and used in a way to efficiently accomplish their personal financial goals.
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Important Disclosures:
Investment Risk Disclosure
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee profit or protect against loss.
Financial Planning Disclosure
Financial planning services do not guarantee results or achievement of financial goals.
Insurance Disclosure
Insurance product guarantees are backed solely by the claims-paying ability of the issuing insurance company.
Educational Content Disclosure
Information provided is for educational purposes and should not be construed as individualized investment, tax, or legal advice.
Tax Disclosure
Clients should consult their tax advisor regarding their individual circumstances.
Education
Baylor University - Hankamer School of Business, Bachelor’s Degree, Entrepreneurship and Finance
Hobbies and Interests
- Basketball
- Church
- Exercising
- Family
- Skiing
- Soccer
SEC Lookup
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Real Estate Investors
- Special Needs
- Technology Professionals
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