He is a principal of W Wealth Strategies LLC based in New York. Frank helps people Grow, Accumulate, Protect and Distribute their assets. He works with individuals, families and owners of businesses.
The firm also offers financial lectures & seminars at local universities and corporations. He is also approved as a lecturer to offer Continuing Education credits for CPAs in New York State. Frank believes in empowering individuals and families through education. He has a passion to help people make smart decisions about money.
He graduated with a B.S. in Business Management from Syracuse University and earned his Certification in Financial Planning. In addition, Frank was an adjunct professor preparing students for the CFP exam. He also taught at Rutgers University for the Certified Employee Benefits Certification (CEBS) course.
Frank was born and raised in New York City’s Chinatown and now resides in Bergen County, NJ with his wife. He has three grown sons that all work with him in the practice. He is a Trustee for the Foundation of Holy Name Hospital, Teaneck, NJ. Recently, he has organized a number of charitable events to help local charities reach their financial goals. In his free time, Frank enjoys playing golf, platform tennis and cooking.
Licenses held, Series 6,63 and 7. Life licenses held in many states.