Financial Wellness Coordinator, CFP®
As a Financial Wellness Coordinator, Frank services individuals by providing personalized counsel and guidance on investment, retirement and general financial planning. He serves clients from his home office based in the Hudson Valley in New York. Frank joined Fiduciary Investment Advisors, LLC in 2019, which combined with DiMeo Schneider in 2020. He received his MBA from Marist College and a BA from Syracuse University. Frank has been a Certified Financial Planner (CFP®) since 1987. It is his passion to share proven ideas to help people plan for a comfortable retirement.