Know What You Own and Why You Own It
One of the most important questions we ask our clients during the financial planning process is what do you own and why do you own it?
Todd E. Frank, CPA/PFS, MBA is the President and CEO of Frank Financial Services. Todd has been active in the financial services industry since 1993. He received his BS Degree from The University of California at Berkeley in 1987, and his MBA in 1992 from Duke’s Fuqua School of Business. He earned his CPA credential with Arthur Andersen & Co. as an auditor and consultant. Todd is a member of the AICPA and the California Society of CPAs.
One of the most important questions we ask our clients during the financial planning process is what do you own and why do you own it?
Our investment philosophy embraces investment strategies that have been proven successful through rigorous academic studies such as Modern Portfolio Theory.
We have developed a proprietary investment strategy customizable to your unique needs and goals as part of our comprehensive financial services.
Comprehensive financial planning encompasses financial planning, wealth management, cash flow planning, retirement planning and much more.
Our financial planning and investment process involves four basic steps: Plan, Strategy, Tactics and Monitoring. Our proprietary approach make us unique in the industry.
From our extraordinary commitment to customer service, our no-cost initial consultation, Frank Financial Advisors is here to serve you. Learn more.
We have a simple process for new clients that begins with a free, no obligation consultation. We refer to this as “Start with the End in Mind Planning”.
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