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Frank H. Dogger, CFP®

Frank H. Dogger, CFP®

Frank is an Independent Financial Planner with over 25 years experience specializing in comprehensive financial planning, educational expense planning, risk assessment and management, insurance counseling, investment planning, income tax planning, retirement planning, employee benefits planning, and estate planning.

Professional Licenses

  • Life and Health Insurance
  • Variable Annuities
  • Series 7 Securities License
  • Series 24 Principal License

Professional Designation

  • Master of Science in Financial Services, The American College, 2003
  • Certified Senior Advisor, Society of Certified Senior Advisors, 1999
  • Certified Financial Planner, Colorado Board of Standards, 1999
  • Chartered Financial Consultant, The American College, 1999
  • Chartered Life Underwriter, The American College, 1988

Summary of qualifications and achievements

  • Life and Qualifying Member of the Million Dollar Round Table & Court of Table Member
  • Teach/moderate monthly educational seminars for clients and general public on medical, financial, and investment planning.
  • Seminar presenter, moderator, and keynote speaker.

Professional Experience

  • Lancaster Financial Services 1978 – Present
  • Independent Financial Planner
  • Comprehensive planning process encompasses all areas of financial and estate planning: wills, trusts, investing for growth and immediate income.

Associations and Community Service

  • Certified Financial Planner Board of Examiners, Volunteer
  • The Society of Professional Advisors, Committee Chairs
  • The Society of Financial Professionals, Committee Chairs
  • Lancaster Association of CLU and ChFC’s, Past President
  • Lancaster Association of Life Underwriters, Past President