Frank Locatell, CFP®, MBA
As a Financial Wellness Coordinator, Frank focuses on personalized family, investment and retirement financial planning. He serves clients from his home office based in the Hudson Valley in New York. Frank joined the firm in 2019. He received his MBA from Marist College and a BA from Syracuse University. Frank has been a CERTIFIED FINANCIAL PLANNER® professional since 1987. It is his passion to share proven ideas to help people plan for a comfortable retirement.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
