Frank specializes in the areas of Retirement Planning, Pre-Divorce Planning, Wealth Management & Investment Planning for individuals and owners of privately held businesses. He helps people make smart decisions about money.
He is a principal of W Wealth Strategies LLC based in New York. The firm offers financial lectures & seminars at local universities and corporations.
He graduated with a B.S. degree in Business Management from Syracuse University and earned his Certification in Financial Planning. In addition, Frank was an adjunct professor at Pace University, preparing students for the CFP exam. He also taught at Rutgers University for the Certified Employee Benefits Certification (CEBS) course.
In addition to servicing his clients, Frank was formerly an investment specialist and compliance officer for an independent Financial Planning firm. His responsibilities included training, education, and supervising over sixty associates.
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 firm. 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.