About My Practice
Our planning mission is to provide superior advice & service to our clients through a trusting, customer-centric focus.
We embrace "life management" issues -- removing obstacles that allow people to achieve their dreams. We recognize ever-changing market conditions and embrace it as key to our success. By utilizing education, professional alliances and business partnerships, we attempt to bring appropriate resources & expertise to our customers. With over 20 years corporate experience and over 25 years personal consulting, Frank and his team of associates provide a professional and business approach to "real-life" situations. From young family builders to retirees, we lend guidance in matters of financial protection and asset accumulation products and services. Our specialization is Retirement Management Strategies -- from maximizing retirement accumulation through tax-advantaged savings to optimizing distributions through modeling strategies and estate planning. Frank is a member of the Tampa Bay Financial Planning Association, National Association of Insurance and Financial Professionals and the Million Dollar Roundtable Association. Please visit our web site at: www.PalestraFinancial.com for more on our strategic planning services.
- Twenty years corporate experience encompassing strategic planning, business planning, commercial & financial analysis.
- Over twenty-five years experience in business & personal consulting, including information systems, business benefits and personal insurance & investment planning.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance: AL,CA,FL,GA,IA,KS,DY,LA,MA,NJ,NY,NC,OH,PA,TN,VA,WA, Health/disability insurance: AL,CA,FL,GA,IA,KS,KY,LA,MA,NJ,NY,NC,OH,PA,TN,VA,WA, Fixed annuities: AL,CA,FL,GA,IA,KS,KY,LA,MA,NJ,NY,NC,OH,PA,TN,VA,WA, Variable annuities: AL,CA,FL,GA,IA,KS,KY,LA,MA,NJ,NY,NC,OH,PA,TN,VA,WA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Woodbury Financial Services
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. member FINRA, SIPC and Registered Investment Advisor. PO Box 64284, St Paul, MN 55164. 800-800-2000 Palestra Financial and Woodbury Financial Services, Inc. are not affiliated entities.
Considerations: Practice established in 1986.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.