Frank is a Certified Retirement Counselor (CRC) who has worked in the financial services industry for 40 years. He utilizes insurance planning to create financial security for his clients and focuses his practice on tax-free retirement income strategies. Frank consults small business owners on succession planning and business valuation. Frank actively networks with attorneys and accountants in the Capital District of New York and Eastern New England.
Frank’s interests include golf, skiing, mountain biking, and playing piano and guitar. He is also active in numerous civic and charitable organizations in the greater Albany area.
Frank holds the following licenses: Series 7, 63, 65, 24, Life-Accident-Health Insurance, CRC