FF Discovery Meeting Copy

Time to Take Your Retirement Plans to
the next level.

About Frank Fauble

Growing up in Bellefonte, Pennsylvania, Frank learned the importance of helping others from his parents, who ran the Fauble Insurance Agency for over 40 years, emphasizing "Personal Service".

After graduating from Penn State University, Frank pursued his passion for finance, earning designations including Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He's dedicated over 30 years to the Circle of Wealth organization and serves as a Certified Mentor with Money Trax, Inc.

Outside of work, Frank enjoys nature, especially running, biking, and hiking. For most of the past thirty years, he has run the Pittsburgh half marathon annually, and he's completed two full marathons. He also loves hiking in New Mexico and Colorado when visiting his son, finding peace and adventure in the mountains.

In every aspect of his life, Frank strives to guide others towards financial stability and a more fulfilling existence. With his Financial GPS in hand and a heart full of compassion, he's dedicated to empowering his clients to lead more peaceful and prosperous lives, embodying the values instilled in him by his family and upbringing.

Frank Fauble
CLU, ChFC®, CFS®

What You’ll Get During This Discovery Meeting

This 20-minute meeting is designed to help us get acquainted and discuss your personal and financial goals. Together, we will explore how we can work collaboratively to achieve them effectively.

What You’ll Do Before the Call

Before this call, spend time reflecting on and noting down your personal and financial goals to ensure a productive and focused conversation.

What Happens During the Call

During our conversation, we will take the time to get to know one another and thoroughly discuss your personal and financial goals, exploring various ways we can collaborate to effectively pursue them.

What Changes After the Call

After the call, you'll have the opportunity to dive into the 5 Major Wealth Transfers and gain a clearer understanding of the steps necessary to pursue your goals, ultimately helping create a life full of well-being, satisfaction, and happiness.