Frank has had a wonderful career as a wealth manager spanning more than three decades. He has helped families in guiding them to an understanding of the importance of saving on a regular basis, with the use of sound, prudent investment vehicles. Frank believes that each client deserves his highest level of professionalism, accountability, and integrity.
During this time, Frank has also trained numerous wealth planners in developing broad-based financial strategies to help meet their clients’ financial needs.
He is a strong advocate of realizing that wealth planning is an ongoing process affected by market conditions and various stages of a client’s life. Mindful of this, Frank consistently takes advantage of market strength and weakness, viewing these as opportunities to review client portfolios to work toward wealth growth as well as seek wealth preservation.
Frank has been a wealth manager his entire career. He has held many executive positions and has been recognized as a top advisor every year for the last eight consecutive years at the Genworth Financial Investment Services and LPL Financial.
Frank is humbled each year when he attends the national conference. Investment planners from many states approach him and say, if it weren’t for him, they would not be in the financial industry. Frank commented, “The gratitude and respect they show me truly makes me realize the impact I have had on many representatives and their respective clients’ lives. To say the least, it makes me very proud of my achievements as a financial professional in our industry.”
Frank is a member of The North Haledon Education Foundation which raises money for the local schools. He is a founding member of Coaches 4 A Cause which is a charity organization that raises money for local recreation coaches.
He also is an original member of The North Haledon 5K run which raises money for the local Elementary schools each year.
Frank married his wife Deborah in 1997 and they have three beautiful daughters. Frank has coached all three girls in the North Haledon Recreation League’s basketball, soccer, and softball programs for over ten years. He is a lifelong New Jersey native, and he is very proud of it.
“The only place I want to be when I am not running my financial services practice is with my family. They are my world.”
Frank’s professional registrations are currently held with LPL Financial and include:
- General Securities Principal Series 24
- Series 65
- Series 7
- Series 6
- Series 63
- Life Insurance License
Frank’s professional awards include:
- 2012 Cetera President’s Council *Firm awards based on production.
- 2013 Cetera Executive Council *Firm awards based on production.
- 2014 Cetera President’s Council * Firm awards based on production.
- 2018 Cetera President’s Council *Firm awards based on production
- 2019 Cetera President’s Council *Firm awards based on production
- 2020 Cetera President’s Council *Firm awards based on production
- 2021 NJ 5 Star Wealth Manager *see below for disclosure
Email Frank Cangelosi at Frank@Cangelosiwealth.com .