Advisor Profile

Frank is a Director of Wealth Management at Choreo, where he emphasizes the importance of a multidisciplinary advisory team in delivering high-quality financial planning and investment management outcomes. With a client-centric approach, Frank specializes in comprehensive financial planning strategies, including estate planning, wealth transfer techniques, pre-transition planning, investment management, and executive compensation planning.

Before joining Choreo, Frank spent 12 years at Charles Schwab. He started as a Senior Trading Specialist, moved into a Financial Consultant Partner positions, and ultimately served as Vice President, Financial Consulting. This broad experience in wealth management, financial planning, and portfolio analysis allows Frank to deliver strategic, personalized guidance tailored to each client's distinct financial goals.

Frank's collaborative approach brings together tax professionals, attorneys, insurance advisors, bankers, and other key experts to develop holistic financial strategies that align with his clients' needs.

In his free time, Frank enjoys time with his family and working on woodworking projects in his garage.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS 

• CERTIFIED FINANCIAL PLANNER™

EDUCATION

• B.S. Economics, Arizona State University