Financial Planning - VAB

CONNECT

Address:

One Columbus Center, Suite 651A
Virginia Beach, VA 23462

Phone:

757-390-3341

Fax/Other:

757-497-2883

Franks Bio

For the last 28 years, I have maintained an active fee based financial planning practice providing investment advisory services including; multi-generational estate planning, portfolio coordination, business succession planning, and nonqualified retirement income planning. My process involves using my professional financial planning expertise to help identify and then minimize client's problems. I hold a Master of Science in Financial Analysis (MSFA) 2006; the CERTIFIED FINANCIAL PLANNER™ certification (CFP®) 1982 and the Chartered Retirement Planning Counselor SM (CRPC®) 2007 designation from the College for Financial Planning in Denver, Colorado. I also hold a Master of Science in Financial-Services (MSFS) 1991 and Chartered Life Underwriter (CLU®) 2000 designation from the American College in Bryn Mawr, Pennsylvania. I passed the Enrolled Agent Examination (EA) in 1983 with the Internal Revenue Service.

I became involved in business owner and personal planning upon graduating from Old Dominion University with a BS in accounting. In the early years from 1978 to 1981, I concentrated solely in the tax-planning arena. My first fee based financial plan was completed in 1982 and I have continued in the vein of personal and business owner financial planning to date. It has been my experience that financial planning is not completed in a single setting or a single year. From 1986 to 1988, I worked as a financial planner with Prudential-Bache Securities obtaining an extensive background in the operations of the investment markets.

In addition to my passion for financial planning, I have two step children, one grandson and two granddaughters.  All of us are avid golfers. Other community activities include my involvement with the Tidewater Chapter of Financial Planning Associates, Toastmasters International Club 686, Hampton Roads Chapter of Enrolled Agents, Old Dominion University Alumni Association, Cypress Point Golf Association, the Norfolk Sports Club, Norfolk Host Lions Club and an Elder at Bayside Presbyterian Church.



 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck