Frank Granizo, CPFA
Purpose-driven Fiduciary Financial Advisor
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Talisman Wealth Advisors
Frank Granizo, CPFA
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Advisor
Mountainside, NJ
Serving Clients Nationwide
Purpose-driven Fiduciary Financial Advisor
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Frank co-founded Talisman Wealth Advisors in 2021 to provide insight and advice free from the constraints inherent in big corporate advisory firms and banks. He meets clients where they are on their financial journey and applies three decades of experience helping them use money to fulfill their life goals.In 1993, Frank began his 30-year advisory career in financial services and, in 2018, partnered with Jennifer Kirby at Merrill Lynch as The Granizo Kirby Group to bring clients a richer team-based experience. This partnership evolved into Talisman Wealth Advisors as a commitment to serving his clients in the best way possible.
Frank received a bachelor’s degree in Business Administration with a concentration in Finance from the University of Delaware Lerner College of Business and Economics. Frank is a Certified Plan Fiduciary Advisor and has completed the Certificate in Financial Planning program at New York University School of Continuing and Professional Studies. He is a proud first-generation Hispanic and proficient in Spanish.
Frank has been part of the Scotch Plains, New Jersey community for 20 years. When not working with clients, he enjoys spending time at the beach and on the water as much as possible with his wife of 25 years, Robyn, and their children. An avid student of the markets, Frank also enjoys his family, friends, tennis, fishing, and will discuss boating and cars whenever asked.
Professional Designations
- Certified Plan Fiduciary Advisor (CPFA)
Primary Location
1162 Springfield Avenue, 2nd Floor Mountainside, NJ 07092
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
About our Firm
We have built loyal relationships based on trust throughout our combined 30-plus years of helping clients with their financial goals – an honor we work at each day. We do this by sharing our knowledge in clear, easy-to-understand terms, and by becoming actively engaged in fostering their success.SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Entrepreneurs
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
An Inventment Pro
✅ Wealthtender Certified Advisor Review™
Sep 16, 2024
Frank (and his partner, Jenn) have been helping my wife and I manage our investments and plan for our future retirement for about six years. They have listened to our vision for our future and ask a lot of questions to make sure we’re considering things we hadn’t necessarily thought of (such as long-term care insurance) and work out a plan to help us reach our goals. They are very patient in explaining the thought process behind their plan and always make time to hop on a call to talk about questions we have or potential changes to our vision. He has also taken time on several occasions to offer advice on investments that he’s not managing for us.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Frank Granizo Rating
✅ Wealthtender Certified Advisor Review™
Sep 10, 2024
Frank is a knowledgeable and amazing financial advisor. He has delivered clear and comprehensive guidance to me and my wife for many years with the highest level of integrity.
We have continued to find his personal yet professional approach always reassuring.
Frank is articulate, responsive, respectful, trustworthy, intelligent, a great listener and always available for questions.
Frank has made an enormous difference to me and my wife’s financial life and future having handled some complex situations regarding pensions, transfers, etc.
We consider Frank a very important part of our lives and are grateful and thankful for his expertise and service.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
TOTAL CONFIDENCE
✅ Wealthtender Certified Advisor Review™
Sep 10, 2024
Frank has been our financial advisor for so many years that I have lost count. Through his sound advice and council our investment results have met our retirement lifestyle financial needs, while also providing portfolio value stability and growth.
He is like a family member who knows and takes interest in our family’s personal and financial goals.
I am confident and trust that Frank and Talisman Wealth Advisors are committed to our shared wealth management vision.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Our financial advisor
✅ Wealthtender Certified Advisor Review™
Aug 30, 2024
Frank has successfully handled our investment account for more than twenty years, always staying within our risk profile and allowing us to have the peace of mind knowing that our “later” years (older?) would be comfortable and without financial stress. He listens to us, and that has always been one of the most important aspects of our association.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommended
✅ Wealthtender Certified Advisor Review™
Aug 30, 2024
Frank has several qualities which have helped make him successful in helping his clients achieve their goals. Here are three key ones;
1) Character- he is someone you can trust
2) Energy- he has the energy to get the job done regardless of difficulty
3) Intelligence- Frank knows what to do and how to do it.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Frank Granizo Review
✅ Wealthtender Certified Advisor Review™
Aug 27, 2024
Its my privilege to provide you with commentary regarding Frank Granizo. I continue to have the pleasure of working with Frank. Our relationship dates over three decades. Frank is exceptionally accomplished, talented and a reliable "go to" source for financial advise. One of the many attributes Frank owns is that he is extremely trustworthy. His commitment to the highest level of ethical standards with his clients make him the the successful professional he is today. He is focused, results driven all the while possessing a caring heart. My wife and I are fortunate to have Frank as our financial advisor and consider him family. My highest recommendation is extended to Frank Granizo.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Frank Granizo
✅ Wealthtender Certified Advisor Review™
Aug 27, 2024
For over 30 years Frank has guided me in my investments, so that now I am secure in my retirement. He always gives me clear explanations. He has my best interests at heart, and I trust him completely. Frank allays any anxieties I may have. He goes “above and beyond the call of duty.” For example, he put me in touch with a lawyer to help me draw up a will, and he recently help me freeze my credit when my Social Security number was exposed in a data breach. Frank has been very helpful, and I am indeed grateful to him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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