We offer all prospective clients a free, one-hour private consultation (in person, if possible) – at absolutely no obligation. During the first part of our consultation we’ll discuss a broad range of your financial and personal information, starting from the very broad and moving toward the specific. In the second part of our consultation, if I feel that we can be of service to you, I will share with you the basics of the planning, strategies and investment tactics I feel are best for your situation.

We are a private, fee-based Financial Advisor firm specializing in financial planning and investment management services. We serve clients in all 50 U.S. states from our Carlsbad office in San Diego County, California. We also assist our clients with cash flow planning, retirement planning, risk mitigation (insurance needs), asset management and more. We offer a free initial consultation for all prospective clients. Todd Frank, President and CEO of Frank Financial Advisors, carries a Personal Financial Services designation (PFS), issued by the American Institute of Certified Public Accountants (AICPA), certifying that he is studied in the matters of financial planning and investing.