Francis R Palestra

Francis R Palestra

CERTIFIED FINANCIAL PLANNER(TM) PRACTITIONER & INVESTMENT ADVISOR REPRESENTATIVE

 

 

With a bachelor's degree from Carnegie Institute of Technology and an MBA from the University of Pittsburgh, Frank began his career in financial services when he joined Mutual of New York (MONY) as a financial professional in 1986. Prior to that, Frank worked in corporate finance for 20 years. His experience in comprehensive business planning provided the foundation from which his private services have grown.

Committed to professional education, Frank is a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated from the College of Financial Planning in 1993 and has maintained his credentials for nearly 23 years!

Active in the industry, he is a member of the Tampa chapters of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association (FPA). Additionally, Frank has been a qualifying member of the Million Dollar Round Table (MDRT) since the early 90's. MDRT is an international association of leading financial professionals, recognized as the standard of excellence in the life insurance-based financial services industry.

Frank works closely with clients so that he can fully understand their goals and dreams as well as the obstacles to achieving them. This customer focus allows him to develop strategies appropriate for each client's individual situation.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.