A lifelong learner, Frank has been in and around the financial services industry since 2008.
During that time, Frank has worked as an investment consultant at a national brokerage firm and as a Wealth Advisor/Co-Chief Investment Officer at a $2.5 billion locally owned, independent advisory firm. With experience from “both sides of the table” Frank set out to build the next generation of wealth management firms. One that doesn’t care about “managing your money” but instead focuses on building relationships, empowering investors, and aligning the fees investors pay with the services received.
Frank holds a Bachelor of Science in Business Administration with a Finance focus from the University of Central Florida.
Frank also holds the following designations:
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Chartered Financial Analyst® (CFA®)
- Accredited Investment Fiduciary® (AIF®)
On a personal note, Frank lives in Winter Park with his wife Kaitlyn, daughter Astrid, and son Archie.