David Frank

David Frank


Over the last 25+ years, David served in many diverse executive roles in the public and private sectors of the financial services industry. David and his partner and wife Kate serve their clients along with their team of insurance agents at Innovative Premier Financial Services, LLC (“IPFS”) through education while using scientific economic fact and creating long lasting relationships. He has dedicated his career to the education, development, implementation and promotion of programs that provide thoughtful, educated and diverse products, strategies, designs and analysis for his clients, agents, and advisor. His professional history includes producing a financial talk radio show called “All Things Financial,” numerous public speaking engagements and managing wholly-owned, full service and independent insurance agencies, property and casualty agencies and a FINRA broker-dealer. David currently holds a series 7,24,63 & 65 securities license. 

Some of his accomplishments include:

  • Top producing independent agent, investment and insurance professional as recognized by
    Participation in MDRT, Governor Councils, Platinum Producers, President Clubs and Advisory Councils and Advanced Market committees
  • Proficient in complex case design, solution planning and diverse investment and insurance strategies
  • Directed strategic business planning for over 200 financial institutions
  • Consulting and Creating Insurance, Annuity products for Insurance Carriers as well as develop national marketing and distribution strategies

David graduated from Boston University with a Bachelor of Science degree in Marketing and is currently working on his Masters in Financial Services

He lives with his wife Kate and their children, Zackary 23 a Fire Fighter in Hanahan, SC., Abby 21 Playing D-1 Softball at UIW, Regan 14, & Cooper 9. His hobbies include an Ironman triathlete, all sorts of marathons and cycling races, martial arts, & coaching and cheering on his kids in their respective sports and activities.