Frank is also an Accredited Investment Fiduciary® (AIF®). In 2015, he was named a top U.S. Retirement Plan Adviser by the Financial Times. He is involved professionally with the American Institute of Certified Public Accountants (AICPA), where he is active on its tax and financial planning subcommittees, as well as the International Association for Financial Planning (IAFP), the Institute for Divorce Financial Analysts (IDFA), Fi360, Entrepreneurs' Organization (EO), and the Entrepreneurs Master's Program. In 2022, his passion to help business owners view exit planning as a business strategy led him to obtain his Certified Exit Planning Advisor (CEPA) designation.

He is a sought-after speaker on a variety of financial topics and his insights and opinions have been featured in the media by outlets, including Fox Business News, CNBC, USA Today, Reuters, Wall Street Journal Radio, The New York Times, Dow Jones Newswires, and The Wall Street Journal, among others. For more than 15 years, he has hosted the firm's Annual Cleveland Economic Summit, an educational event attracting regional community and business leaders.

Frank is involved in a number of civic and community-based organizations and boards, including LifeAct®, Northeast Ohio’s suicide education and prevention program, which he helped brand. He served as Chairman of the Board and was later named a Lifetime Director. Frank was also the recipient of the Medical Mutual Northeast Ohio 2018 Pillar Award for Community Service and was named a Nonprofit Board Executive of the Year for his service as Chairman of the Board of Directors for LifeAct®. He is a member of the Board of Trustees of Marymount Hospital, a Cleveland Clinic Regional Hospital. Frank is a member of the Entrepreneurs Organization, Business Volunteers Unlimited (BVU), the Northern Ohio Italian American Foundation (NOIA), and the Brecksville, Broadview Heights, Ohio and Beverly Hills, California Chambers of Commerce.

He is the founder, former director, and a travel soccer coach for the Brecksville-Broadview Heights Soccer Organization. He also established and seeded the funds for the annual Brush High School Soccer Award at his alma mater, and continues to manage the award process, endowment, and Alumni Soccer Social and Game at no cost. He supports the Christian Children’s Fund, the Wounded Warrior Project, Defy, and other organizations focused on helping children and veterans.

Frank recently secured a bid for the rights to the World Series of Rock name, which was a recurring, day-long multi-act summer rock concert held at Cleveland Stadium in the 1970s. He looks forward to bringing events featuring legendary performers back to further showcase Cleveland’s place as the Rock Capital of the World.

Frank lives with his wife Paulette in Brecksville, Ohio, and has two daughters, Nicole and Natalie. Born and raised in Cleveland, Frank is proud of, involved in, and committed to Cleveland’s future and its surrounding communities.