Frank J. Lavrigata, CFP®
Managing Director
Frank has faithfully served clients for nearly 20 years, originally joining predecessor firm GM Advisory Group as a research analyst on the Investment Team and now advising clients as a CERTIFIED FINANCIAL PLANNER®.
Fueled by his background in investment management and financial planning, he serves as both an advisor and as an integral part of the firm’s investment research and portfolio management processes, guiding clients in reaching their goals and objectives.
Frank is highly focused on relationship-building, whether he’s spending time with family, participating in charitable efforts as a member of the Columbus Citizens Foundation, or collaborating among his colleagues. He always aims to exceed clients’ expectations and strives to put himself in their shoes when offering advice.
Frank lives on Long Island with his wife and three daughters. He enjoys spending time in the great outdoors including a passion for golfing.
Previous Experience
- Director of Client Services at GM Advisory Group
Education & Credentials
- CERTIFIED FINANCIAL PLANNER®
- BS, St. John’s University, Finance
- Life Insurance Agent
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER®, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*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 Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
