About Frank
I grew up in a business owner home in Texas and have always owned businesses. For the last 22 years I have been privileged to help folks identify and solve financial goals, allowing them to achieve their ideal financial future on their own terms. I am blessed to be married to my best friend, have three awesome kids and an awesome granddaughter. We are movie nuts and enjoy being outside.
Areas of focus
Credentials & background
Designations
Education
University of Texas Arlington BA
Registered in
Georgia
Regulatory
The firm
Financial Pathfinder is a comprehensive planning firm. We can identify and implement strategies for individuals, families, professionals, and business owners. We partner with other firms and advisors when needed to solve unique issues. Our forte is helping turn taxable wealth into untaxable wealth.
Woodstock, GA, 30188$89.7M assets under managementDisclosures
Investment advisory services offered through Optivise Advisory Services, LLC., a SEC registered investment advisor. Optivise and Financial Pathfinder are independent of one another. Registration with the SEC does not denote a certain skill level or guarantee the success of an investment strategy.