Frank graduated from The College of New Jersey in with a degree in Economics and minor in Finance, and was a member of Omicron Delta Epsilon, National Honor Society in Economics.
He began a 10+ year career in banking, first as a credit analyst and later becoming a Vice President / Financial Services Specialist at a large banking institution. In 2004, Frank became disillusioned by the lack transparency and independence offered by his employer, and saw an opportunity to co-found Brandywine Wealth Management & Brandywine Benefits Group, an independent firm. This allowed Frank to offer independent recommendations and an unlimited product menu in a consultative culture instead of proprietary bank products in a bank “sales” culture.
From 2004 to 2014, Frank earned several distinctions including 5 star wealth manager awards, and a ChFC R (Chartered Financial Consultant) designation. During this time, he grew his client base considerably. In 2015 he was offered the opportunity to affiliate with LPL FINANCIAL, the nation’s largest independent broker dealer *. Frank accepted this opportunity mainly due to LPL’s research team and extensive advisor support services. “My LPL affiliation offers me access to the best and brightest minds in the business so that I can in turn strive to isolate the most effective solutions for my clients”. In 2018, Frank earned the AIF R (Accredited Investment Fiduciary) Designation.
“Yes, financial and investment planning can be confusing and very technical in nature. But a skilled advisor knows that listening to clients is probably the most important factor in success. We believe in establishing investment guidelines based upon our clients needs and ONLY our clients needs. Additionally, investors often make mistakes driven by fear and greed, and one of my biggest goals is to correct that by using clear and established principles”
He credits his father for instilling “good money habits” and exposing him to the stock market from the time Frank was only in 1st or 2nd grade. “My dad would show different stock symbols in the newspaper and help me track their values….he also taught me what it meant to "pay yourself first".
In 2019, Frank is adapting to changes in the financial planning and investment landscape by furthering his own knowledge, and illustrating to his clients the importance of having a plan from which to build the proper investment portfolio.
Frank resides in Cherry Hill, NJ with his wife Jill and son Anthony. He enjoys music, and his family vacations, especially Aruba.
* As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
