Frank is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® (AIF)*, and a Chartered Retirement Planning CounselorSM with over two decades of financial sector experience. He received his degree in Financial Management from California State University, Chico, and joined our team in 1997. Working with families, business owners, and successful professionals, Frank provides comprehensive financial advice to help clients create a plan for a comfortable retirement. He and his wife, Wendy, a member of many local non-profit groups, share a passion for volunteering in their community.
Fun Facts:
- What is the most unusual item in your office?
An electric guitar and a large practice amp.
- Who is your favorite sports team?
It’s a tie between the Cleveland Browns & SF Giants.
- Where is the furthest place you’ve traveled?
Senegal, Africa to visit family.
What do I enjoy most about being a financial planner?
I enjoy seeing empowered people making educated financial decisions. Serving my clients while watching them lead their best lives is extremely fulfilling to me. By approaching financial planning as a long-term relationship, my clients can focus on making incremental changes versus drastic changes, which leads to better and more lasting success.
*Use of the AIF designation does not imply that Lincoln Financial Advisors Corp. or its Investment Advisor representatives may act in fiduciary capacity for ERISA plans.