For almost 30 years, Frank A. Gargano has delivered significant value to his clients as an Independent Financial Advisor, as they address their short-term needs and plan ahead for their long-term goals. Offering an enhanced client experience, Frank addresses the needs of those looking to create a solid retirement plan as they accumulate wealth. Since Frank develops lifetime relationships with his clients, he can easily assist in all phases of his client’s unique plan.
Frank is a graduate of Rutgers University with a dual major in accounting and economics. He began his career as a Tax Manager and Tax Accountant with a Fortune 500 corporation. This experience allows him to specialize in the tax efficiency of each plan he develops with his clients, helping them make the most of their hard-earned money.
Frank specializes in the following areas:
- Goals-Based Wealth Management
- Tax Efficient Retirement Planning
- Suitable Investment Selections
- Insurance Strategies in Life, Health, and Extended Care
- Estate Planning for the Next Generation
- Charitable Giving and Legacy Planning
Additionally, as a business owner for over 35 years, Frank has a unique perspective on selecting appropriate strategies for business owners as they move through various developmental phases of the business cycle.
Frank holds Series 6, 7, 63, and 65 securities registrations and a Life and Health Insurance License in various states. He holds the professional designation of Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC) designations from the American College, Bryn Mawr, Pennsylvania.
Frank and his wife and business partner, Linda, reside in Wall Township, NJ; they have three children. He
enjoys reading history books, watching old movies, and he is a life-long New York Mets fan.