Frank has over 30-years’ experience in the financial services industry and focusing in the areas of in investments and insurances with tremendous attention to detail and knowledge.
Having spent his first 24-years on the trading floor of the New York Stock Exchange, Frank looked to spend more time with clientele and joined AXA Advisors to have a more personal and tactile experience with his financial knowledge and experience. In 2017 he was invited to join the FourFront Group.
Frank obtained the Retirement Income Certified Professional (RICP®) designation and concentrates on retirement portfolio management techniques and mitigation of plan risks. These include retirement topics including income needs and objectives, estate issues, Social Security, health insurance, housing decisions, and income taxation.
Frank resides in Middletown, N.J. with his wife and four children.
- Holds FINRA series 7, 66; Life & Health
- Licensed and/or registered and serving clients in NY, NJ, PA, CA, FL, MD, and NC
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.