Business Development Consultant
Frank is a vital team member with over 15 years of experience in analyzing financial plans and serving clients. Frank holds his Chartered Financial Consultant & Chartered Retirement Plan Specialist designations. He is also a Certified Financial Planner® and his planning knowledge is instrumental in helping our clients plan for retirement, optimize their retirement income, and manage portfolios to meet their specific goals. Prior to joining Financial Advocates, Frank served in a number of roles with major firms supporting financial advisors and insurance agents, giving him a distinct perspective in serving client needs.