Frank P. Marzano, CFP®, CPA

Managing Director

Barron's Advisor Top 1200 Financial Advisors 2024

For over 25 years, Frank Marzano has served as a trusted advisor who thoroughly understands the many opportunities and complexities that come along with significant wealth.

Barron's Advisor Top 100 Independent Advisors 2023When Frank founded predecessor firm GM Advisory Group (GMAG) in 2004, he envisioned a more effective way for successful individuals and families to manage their wealth and financial lives. He recognized that by integrating the solutions provided across their network of trusted professionals, he could provide a higher level of service to his clients. Under his leadership, the organization flourished, eventually managing over $3 billion in assets, demonstrating the success and effectiveness of this holistic approach.

Frank draws on his extensive experience to proactively guide clients through their financial and life journeys, providing peace of mind and offering a deeply personal, collaborative approach tailored to the unique needs of each individual or family. Frank has assembled a dedicated, specialized team that continues to deliver comprehensive, customizable services, covering a full range of financial needs to help clients achieve what they value most.

A Certified Public Accountant and Certified Financial Planner professional, Frank is active in the wealth management industry by speaking at conferences and sharing information and ideas with other thought leaders. He is frequently featured as a top financial advisor in numerous publications, including Barron’s and Forbes.

Frank is dedicated to supporting his community and serves on the boards of various organizations. He consistently gives back by actively collaborating with nonprofit groups that positively impact our neighborhoods and communities, such as serving as the Chairman of Impact Through Golf, the American Express PGA golf tournament. He also continues to support like-minded clients and their families in conducting their own charitable endeavors — establishing foundations, developing advisory boards, and activating key programs to better our world.

Previous Experience

  • Managing Principal, GM Advisory Group

Education & Credentials

  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA)
  • MS, Long Island University, Taxation
  • BS, Penn State University, Accounting

 

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.