Broker Check



Frank Levine

Frank Levine

Registered Representative

flevine@cfsllc.com

Mobile: 973.263.0622

Office: 201.843.7700 x 113


   

Known for Financial Triage, Frank possesses the art of knowing what to do in the proper order. Thus helping clients prioritize fiscal decisions.

His mission is to enable people to make well-informed financial decisions. A protection-first philosophy ensures what you have has limited exposure to risk. The confusion & misconceptions prevalent on the internet makes proper guidance essential.

Frank moves families to an elevated level of financial organization & coordination. Clients come away with improved understandings of how monetary products really work and the role each instrument plays in an overall custom strategy.

His unique process provides a 1 page wide-angle view of one’s entire financial picture. The first step is performing a protection audit to eliminate failure as an option. Then, sharing a process to optimize wealth, protect & enjoy assets, and pass on a legacy to the next generation.

Frank has been with CFS since 1991. Happily married with 2 sons & a daughter. He is a former sports coach and supports children’s charities.

 

 

Frank’s accomplishments include

  • Guardian Leaders Club, since 1992
  • Guardian President Council


Articles



Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
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Hindsight 2020: 6 Ways We Learned to Save

Hindsight 2020: 6 Ways We Learned to Save

During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.
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Registered Representative of Park Avenue Securities, Financial Representative of Guardian  CA Insurance License #0H09430