Hi, I'm Frank, a Certified Financial Planner™, Managing Director, and Partner at Snowden Lane. With more than 16 years of experience in the industry, I joined the firm in 2019 after nearly a decade with Merrill Lynch, where I previously served as Senior Portfolio Advisor and International Wealth Advisor.
Currently I dedicate my practice to helping everyday folks prepare for and improve their retirement. Among the questions I help clients answer are:
Can you save some dollars in your current strategy?
Are your investments aligned to what you’d like them to do?
Will your nest egg last the length of your retirement?
If you’re in need of some help, feel free to pick a time on my calendar. In addition to helping folks understand their finances, I write a blog at www.franktheplanner.com aimed at helping you address some of these concerns.
While I’m physically in sunny South Florida, I cater to clients nationwide as well as internationally. I also hold the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning. When I’m not working, I love to travel with my wife Melissa, ten year old Belgian Shepherd, and two-year old son, Ben.
Every Tuesday and Thursday I set aside time for any inquiries – just click the Calendly link in my bio to schedule some time for a brief consultation.
The first meeting is a conversation. Our main focus is to learn about you, your family, and your finances. We will get crystal clear on where you are now and where you'd like to go. If your needs match our expertise, we'll gather some facts and schedule a second in-depth meeting.
Offers Investment Management
Yes
About our Firm
Snowden Lane Partners is an independent wealth advisory firm. Founded in 2011, the leadership team has over 125 years of combined experience from the world’s largest wealth management firms and founded Snowden Lane in order to create a place of higher ideals; a place where the client’s interests are second to none.
Snowden Lane is a fiduciary for our clients. Our independence enables us to impartially evaluate investment strategies, managers, and investment products. We are solely focused on our clients best interests - it’s the way we like to do business. Our value proposition is simple: we succeed when our clients succeed.
Education
Florida International University, Bachelor's Degree, International Business
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.
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, and potentially their profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.