Frank P. Marzano, CFP®, CPA
For over 25 years, Frank Marzano has served as a trusted advisor to successful individuals and families, helping them navigate the opportunities, responsibilities, and complexities that come with significant wealth. Today, he serves as Co-Head of Wealthspire Family Office (WFO), Head of Wealthspire Sports & Entertainment (WSE), and Co-Head of the Wealthspire Advisory Council.
When Frank founded predecessor firm GM Advisory Group (GMAG) in 2004, he set out to create a more integrated approach to helping clients manage their wealth and broader financial lives. A CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant, Frank is a respected voice in the wealth management industry and a frequent speaker at industry conferences.
Frank has been recognized among the nation’s leading financial advisors by numerous publications. In 2024, he was inducted into Barron’s Advisor Hall of Fame after being named to Barron’s annual Top 100 Financial Advisors ranking for more than a decade.
Frank is also deeply committed to giving back. He serves on the boards of various organizations and actively collaborates with nonprofit groups working to strengthen their communities. He serves as Chairman of Impact Through Golf, the host charitable organization of The American Express PGA TOUR golf tournament. Frank also works alongside clients and their families in pursuing their own philanthropic goals, from establishing foundations and developing advisory boards to creating programs designed to make a lasting impact.
Education & Credentials
· CERTIFIED FINANCIAL PLANNER® professional
· Certified Public Accountant
· MS, Taxation, Long Island University
· BS, Accounting, Penn State University
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.
