Request a Meeting

Become A Client

Sorry, no posts matched your criteria.

Frank Marinaro, CFP®

Wealth Manager, Partner
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.

*See all Creative Planning disclosures and sources.

Sorry, no posts matched your criteria.

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Get Your FREE Wealth Path Analysis!

Act Now - your exclusive offer to receive a customized roadmap for building your wealth ends Monday at midnight.

Serving Clients Nationwide

U

Please Enter Valid Zip Code

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021