With more than 23 years of experience in comprehensive financial planning and investment management, Frank (CFP, ChFC, CLU, CFS) has the accumulated experience, knowledge and perspective to help keep you and your financial future on a steady course. Frank understands the dynamics of wealth building and how to adapt as the macro environment and conditions change.
Frank absolutely loves his career and believes very strongly in providing each client with tailored, customized financial solutions in many different areas of financial planning through a comprehensive financial planning approach. When you meet with Frank, you will see that he does not leave any stone or issue unturned. For that reason, Frank holds expertise in a multitude of areas and subjects such as college planning, retirement planning, tax strategies, investment planning, long term care planning, and Estate planning. Through a comprehensive planning approach Frank constructs, implements, and monitors your financial plan to help you achieve your financial goals.
Frank has applied tremendous effort over the years to become as qualified and knowledgeable as possible to help you achieve your financial objectives. Frank has earned the following licenses and professional designations: Series 7, Series 63, Life and Health, CFP® (CERTIFIED FINANCIAL PLANNER™), ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), and CFS (Certified Fund Specialist). Frank started his financial planning career in 1996 and has helped thousands of families achieve their financial goals.
As a native of Dix Hills NY, Frank now resides in East Setauket, NY. When away from the office, Frank spends all of his free time with his wife of 21 years, Eva, and his three children Gavin, Ella, and Luke. Frank is an extremely dedicated family man who makes every attempt to never miss a thing that his kids participate in. Frank has coached his oldest son, Gavin, into a champion junior golfer. Frank enjoys golf, boating, skiing, weightlifting, and is currently studying for his 3rd degree black belt in Japanese Jiu Jitsu.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.