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Frank Financial Advisors provides financial planning and investment management services to clients Nationwide. Locally, we serve the families of Carlsbad, Oceanside, Encinitas, Escondido, Rancho Santa Fe, San Marcos, and other north county San Diego neighborhoods.
Frank Financial Advisors
2710 Loker Ave W Ste 230
Carlsbad, CA 92010
San Diego County
(760) 438-3360
Toll-free: (866) 587-1230
An RIA Versus A Stock Broker
/in Financial Advisor, Investment Advisor /by Todd FrankOne of these two has a fiduciary duty to serve your interests above all else. The other does not. This is not the only important difference between them. Learn the rest in our comprehensive article.
Retirement Planning Versus Financial Planning
/in Articles, Financial Planning, Retirement Planning /by Todd FrankWhat’s the difference between financial and retirement planning? Generally, retirement planning is a subset of the more comprehensive financial planning.
Mistakes Made Without a Financial Advisor
/in Articles, Financial Advisor /by Todd FrankThe two biggest mistakes a person makes when they aren’t receiving advice from a financial advisor are related to the timing and choice of an action.
Mistakes Avoided With Good Financial Planning
/in Articles, Financial Planning /by Todd FrankThere are many mistakes that can be avoided with good financial planning, most of them related to one of two things,—choices and timing.
Is Your Financial Advisor a PFS or CFP?
/in Articles, Financial Advisor, Financial Planning /by Todd FrankFew people are aware that there is more than one professional designation for financial planners. The most common designation is that of a “CFP”, or certified financial planner. However, there is another less common designation, the “PFS” (also “CPA/PFS”), or Personal Financial Specialist. This designation is less common for a reason.
How Much Life Insurance Do You Need?
/in Articles, Financial Planning, Insurance /by Todd FrankThe decision to carry life insurance and how much to carry is a very personal decision with most of our clients. The method we use as a starting point in this discussion is called “Asset Replacement”.
How a Financial Advisor Can Help with Tax Planning
/in Articles, Financial Advisor /by Todd FrankThough your financial advisor is likely not your tax preparer, he is likely in a better position to understand your comprehensive financial and tax situation.
How a Financial Advisor Can Help with Inheritance Planning
/in Articles, Financial Advisor /by Todd FrankA financial advisor, especially a Registered Investment Advisor (RIA), can provide exceptional value to those either leaving or receiving an inheritance.
How a Financial Advisor Can Help with Estate Planning
/in Articles, Financial Advisor /by Todd FrankA financial advisor who is also a CPA is in a unique position to assist clients with estate planning. Though not an estate attorney, the advisor has intimate knowledge of the client’s financial situation, personal and family goals, investment portfolio, cash flow needs and more.
How a Financial Advisor Can Help Business Owners
/in Articles, Financial Advisor /by Todd FrankAs a CPA/PFS, MBA, and business owner himself, Todd Frank is uniquely qualified to advise business owners of any size of business.