Financial Advisor | Investment Advisor Representative
Frank started his career at New York Life and joined Barnum Financial Group in 2021. He has a degree in business economics as a graduate of The State University of New York College at Cortland. Frank is licensed to sell life, accident and health insurance as well as holds his series 7 and 66 securities licenses. As an Investment Advisor Representative, he acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity.
Frank is also a Transition Solutions Specialist* within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Frank helps them with the important, time- sensitive decisions they have to make about their life insurance coverage. In addition, he provides informed guidance to employees regarding health insurance coverage and retirement planning solutions.
Frank is committed to building long-term relationships with his clients. Helping them reach their financial goals is his number one priority. In his spare time, he enjoys golf, skiing as well as collecting vinyl records. He currently resides in Westchester, NY.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.