Wealth Advisor, CFP®
Frank is a CERTIFIED FINANCIAL PLANNER™ who was born and raised in the greater Seattle area. He joined Merriman in 2013 after graduating from Washington State University’s business school with a degree in finance. While his main focus is on helping successful families maintain and grow the wealth they already have, he also enjoys working with younger clients and guiding them through the accumulation phase of life.
When not at work, Frank enjoys traveling, watching the Seahawks, and promoting health and fitness.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.