Frank Granizo, CPFA
Purpose-driven Fiduciary Financial Advisor
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Talisman Wealth Advisors
Frank Granizo, CPFA
Mountainside, New Jersey
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 completely free from the constraints and conflicts 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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.
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