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
Registered Representative of Park Avenue Securities, Financial Representative of Guardian CA Insurance License #0H09430