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Recent Posts
An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Frank Fernandez CFP®, EA

Financial Planning Team

Associate Wealth Advisor

FINANCIAL PLANNING ASSISTANCE INVESTMENT OVERSIGHT SERVICE RETIREMENT PLANNING & IRA PLANNING RISK MANAGEMENT SERVICES TAX REDUCTION PLANNING ESG Investing

ABOUT FRANK

Frank, a CERTIFIED FINANCIAL PLANNER™, works with clients to help them understand and organize their financial lives through a comprehensive approach. By getting to know your values and how they can translate into financial goals, highly customized life planning can be achieved. In addition, Frank is an Enrolled Agent, thus allowing him to assist with tax planning and preparation.

A BRIEF HISTORY

Frank graduated from William Paterson University earning a B.A. in Financial Planning. A member of the Financial Planning Association, continuing education is the top of mind to maintain exceptional knowledge to serve clients.

He lives in Jamesburg, NJ with his dog, Nora. In his free time, Frank enjoys playing the guitar, drawing, and working out.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Frank is engaged, or continues to be engaged, to provide investment advisory services.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more