Rosemary Frank, MBA, CDFA™, CFDP® is a financial services professional who is dedicated to helping individuals and families understand how money really works and overcome obstacles to building personal wealth. Her practice is focused on meeting the needs of men and women and providing financial services with both respect and consideration for their concerns.
She is committed to the process of combining financial education with individual counseling. She believes this best enables clients to maintain total responsibility for their finances, while benefiting from professional guidance as their circumstances change and they realize their financial goals.
Having a specialty in the finances of divorce, Rosemary advises clients who are divorcing, and their attorneys, on the long term financial impact and consequences of proposed divorce settlements.
Rosemary was attracted to personal financial services after she previously held a number of management and executive positions, over a period of 30 years, in the corporate environment. It was there that she observed the extent to which colleagues were able to hold themselves highly accountable for budgets, financial performance objectives, and profitability goals in their professional capacities, yet seemed largely unaware of their own long-term personal financial needs. She has made it her work to help change peoples’ lives and have them feel more secure about their financial future.
Current or Previous Board of Directors and/or Officer: Nashville CABLE, National Association of Women Business Owners (NAWBO), Premier Financial Educators, Inc., GFWC Brentwood Woman's Club, Toastmasters, Tennessee Economic Council on Women Foundation, Financial Advantage, Inc.
Professional Memberships: Institute of Divorce Financial Analysts, Academy of Financial Divorce Practitioners, Association of Divorce Financial Planners (Founding Director - TN Chapter), American Bar Association (Associate Member, Family Law Section), Nashville Bar Association (Associate Member), International Academy of Collaborative Professionals.
Community Memberships: Nashville, Brentwood, and Williamson-Franklin Chambers of Commerce, Nashville CABLE, GFWC Brentwood Woman's Club, Woman's Club of Nashville, Nashville Association of Sales Professionals
Volunteer: Annual Tennessee Economic Summit for Women, SCORE Counselors to Small Businesses
On a personal note, Rosemary was married for 21 years, after which she became the single parent of two young teens. Before relocating to Middle Tennessee, she spent most of her life in