HistoryAfter seeing from the inside how large brokerage firms operate, we realized that the only way to provide truly unbiased investment advice, financial planning, and uncompromising support to our clients was to create our own investment and financial advisory firm. In 2003, Todd Frank, already an accomplished financial planner and investment advisor, solely founded Frank Financial Advisors. He went on to complete the arduous process of becoming a Registered Investment Advisory Firm (RIA), the most valued designation in the industry. Over time we've built a substantial and loyal client base and it has been our greatest pleasure to be of service to them and to have earned their trust. We always look forward to serving others. We encourage you to call us and to visit our website to learn more.SpecialtiesWe provide financial planning and investment advisory services nationwide from our offices in Carlsbad, San Diego, California. As an independent, fee-only Registered Investment Advisory Firm (RIA), we are able to offer the most independent and unbiased service available in the industry. It is also our mission to provide the most attentive, personalized service to our clients as possible. As part of our Comprehensive Financial Planning service, we provide: * Retirement Planning * Personal and Family Financial Planning * Investment, Wealth and Cash Flow Planning * Education and College Savings Planning * Divorce Planning We specialize in Investment Portfolio Management and encourage you to contact us directly to discuss our investment philosophy. You may also visit our website for more information. Additionally, we offer Risk Mitigation Planning and are licensed to provide the essential insurance products needed by our clients as may be indicated as a result of the comprehensive financial planning process.

Sacred Books & Textbooks

Independent Capital Man

Corbin & Company

Alan Bliss Group