Live for Today. . .Plan for Tomorrow.
Professional History
For over 25 years in the financial & insurance industries, Frank has worked with a variety of firms and the gamut of financial planning vehicles. He is a Registered Representative with Nationwide Planning Associates, Inc., member FINRA/SIPC and agent for the NPA Insurance Agency.
Throughout his career, Frank has helped individuals with their tax and retirement planning – Rollovers and Individual Retirement Accounts (IRAs). He has established 529 College Savings Plans for future college costs. Together with a team of tax and legal professionals, Frank can advise business owners on directing their firms through the inevitable phases of growth and survival and managing the company retirement plan.
Professional Goals
Frank firmly believes that you come first. It is important for him to work with clients individually to achieve a successful outcome. In order to do so, he is well practiced in asking the right questions and patient enough to listen your answers before offering a financial solution.
Frank’s business is based on a very specific statement of goals that sets him apart and furthers his ability to partner with his clients and fulfill their aspirations. By building long-term relationships with business and individual clients, he establishes financial strategies to meet both short- and long-term objectives. Frank is proactive in helping you maximize returns and minimize, reduce or eliminate taxes on your investments and seeing your family is well protected.
Professional Licenses
Frank holds a number of certifications in the field including:
- FINRA Series 7, 31, 63, and 65 Licenses (in seven states)
- NJ, NY, FL, Ohio and Rhode Island Life & Health Insurance Licenses
Professional Organizations
A firm believer in community involvement furthering both business and individual success, Frank is a member and officer of several professional organizations. He is a member of the North Jersey Chamber of Commerce; participates in Toastmasters; teaches at several Adult Ed programs and raised a puppy-in-training for the Seeing Eye. His involvement in these and other community groups enhance his connections with business and individual clients.
Family
After graduating from Fordham University (BA) he earned his MBA at Fairleigh Dickinson University. He is the proud father of Madison, his “office assistant,” born in April of 2005 and enjoys swimming, music, plays guitar and maintains a British sports car his father bought new a long time ago.
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