Frank brings over 40 years of experience in financial planning, tax strategy, and comprehensive wealth management. As a CPA, Tax Attorney and Certified Wealth Strategist, he provides deeply integrated planning for high-net-worth individuals, families, and business owners, with a strong focus on aligning tax strategies with clients' long-term financial goals.

He takes a holistic approach that integrates investment strategy with tax efficiency, retirement planning, estate and trust design, and business succession planning. He advises clients on wealth growth and preservation, intergenerational transfer strategies, and structuring assets to reduce tax exposure while supporting long-term financial security. His multidisciplinary background allows him to bridge legal, tax, and financial planning considerations into a unified strategy tailored to each client’s needs.

Frank earned his Bachelor’s degree from Fordham University, and his Law degree from the Western State University. Frank lives in Orange County, CA with his wife, Janan. They have two adult children.