Frank Stama

Frank Stama is a highly skilled consultant and fee-based investment manager who excels in the areas of retirement planning, estate conservation, and wealth management. He founded MKT Investments and holds a State 66 registration, providing his clients with exceptional financial guidance and support. With his extensive experience in strategic planning and consulting, Frank helps his clients gain a clear understanding of their financial situation and the impact of their decisions on their overall financial well-being.

Frank’s extensive knowledge in the application of technology has been developed through his background in the technology sector and his Master’s degree in Business and Communications. He has a proven track record of successfully assisting companies in the optimization of their manufacturing processes, supply chain management, and client satisfaction. Today, Frank continues to leverage the latest technology to create effective and innovative strategies for his financial clients.

Frank’s passion for technology continues to drive his involvement in the growth and development of tech businesses in New Hampshire. Throughout his career, he has held various executive positions at Digital Equipment and served as CEO of a supply chain consulting company that he helped take public. He has also held partner-level positions at Cap Gemini Ernst and Young, where he served as a strategic consultant in the Life Sciences management consulting practice.

As an independent personal financial consultant, Frank operates with complete objectivity and serves as a fiduciary, ensuring that his clients’ interests always come first. His experience also includes working at GE’s LongTerm Care group, Guardian Life Insurance, and Waddell and Reed, providing him with a well-rounded understanding of the financial industry.

Frank is a devoted family man and values his relationships with his loved ones above all else. He lives in Amherst, New Hampshire with his wife Shelley and is active in his church as an Elder. He is also involved in local charities such as the Elks and Bedford Men’s Club. His daughter, Kim, holds a Master’s degree from Columbia University and works as a sustainability consultant in Boston. His son, Tip, a graduate of Penn State, is a sustainability consultant and lives in State College, PA with his wife, Dr. Steph. Frank and his family are proud owners of a golden retriever named Mac and embrace the motto, “For Life’s Golden Moments.”