Frank J. Lavrigata, CFP®

Managing Director

For over a decade, Frank has faithfully served clients, originally joining predecessor firm GM Advisory Group as a research analyst on the Investment Team. Fueled by his background in investment management and financial planning, he currently serves as both an advisor and as an integral part of the firm’s research and portfolio management processes, assisting clients in reaching their goals and objectives.

Frank is highly focused on relationship-building, whether he’s spending time with family, participating in the investment and gala committees at Cooley’s Anemia Foundation, collaborating among his colleagues, or aiming to exceed clients’ expectations.

Frank lives on Long Island with his wife and children. He enjoys spending time in the great outdoors, golfing, fishing, and hunting.

Previous Experience

  • Director of Client Services at GM Advisory Group

Education & Credentials

  • Certified Financial Planner (CFP®)
  • 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.