Jay Frank, CFP®, CLU, ChFC®
Managing Director
Jay has been helping individuals and businesses with their planning needs since 1986, reaching far beyond investment management and focusing personal attention on all his clients' financial needs. It is not unusual to find Jay keeping odd hours as he counsels retirees or newlyweds, teaches classes, or travels to accommodate his diverse base of clients. He has a broad background that incorporates investment planning, taxation, Social Security, and retirement, and he views his ultimate goal to be helping people use their financial resources to solve problems. In addition to serving clients, Jay has taught extensively, presenting workshops on financial management for dozens of employer groups.
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.
