Frank serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Frank offers his clients an in-depth perspective in comprehensive wealth management that comes with over 25 years in the financial planning and investment industry. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Managing Director and Portfolio Manager.
Frank received a Bachelor of Science degree in Finance and Accounting from the University of California at Berkeley. Frank is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Frank and his wife Peggy have two adult children. They enjoy spending time with family and friends whether attending concerts, sporting events or family dinners. Frank is in constant pursuit of improving his golf game and is an avid sports fan.
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