Frank Barkanic

Frank Barkanic, CFP®, has a diverse range of work experience in the financial industry. Frank is currently serving as the Director of Financial Planning at Edelman Financial Engines since April 2022. Prior to this, they worked at Fidelity Investments as a Financial Consultant from July 2021 to April 2022, and as an Investment Consultant from May 2020 to June 2021. Before joining Fidelity Investments, Frank worked at Edelman Financial Services as a Client Service Associate from October 2016 to May 2020. Frank also has experience working as a Registered Representative at AXA Advisors from October 2014 to October 2016, where they focused on client acquisition and providing comprehensive financial planning services. Additionally, Frank has held various other roles in different industries, including Front Desk Assistant at Blacksburg Parks and Recreation, Business Development Intern at Course Hero, Inc., Administrative Assistant at Barkanic and Ames CPA, LLC, Head Counselor at Butler Summer Camp, and Porter at Jim Coleman Land Rover and Jaguar.

Frank Barkanic, CFP®, has a Bachelor of Science degree in Finance, General from Virginia Tech, where they studied from 2010 to 2014. Prior to that, they attended Quince Orchard High School from 2006 to 2010. Additionally, they have obtained the CFP® Professional certification from the CFP Board. Frank Barkanic also possesses certifications in Health, Life, Variable Life, and Variable Annuity, as well as the Series 7, General Securities Representative Exam, although the specific dates of their acquisition are not provided.