Frank Cafiso Email & Phone Number

Deliver comprehensive financial planning and investment advisory services to individuals, families, and small businesses, including high-net-worth clientsDesign and implement customized investment strategies based on clients' risk profiles, time horizons, and financial goals, focusing on wealth preservation and growthConduct regular portfolio reviews and rebalancing, ensuring alignment with market conditions and client objectivesProvide tax-efficient planning strategies, including tax-loss harvesting, Roth IRA conversions, and estate planning solutionsMaintain full regulatory compliance with SEC, state laws, and industry standards, including Form ADV filings and client disclosuresLead marketing initiatives, resulting in a significant increase in client acquisition and assets under management (AUM), through targeted campaigns and educational outreach

Staten Island, New York, United States

Founded and operate a successful swimming pool company, responsible for driving all aspects of the business, from prospecting and sales to installation and serviceManage client relationships by providing personalized solutions and superior service, which resulted in strong customer loyalty and repeat businessUtilize in-depth product knowledge and industry expertise to recommend optimal solutions to clients, emphasizing technical capabilities and benefitsOversee all aspects of business operations, including sales, scheduling, invoicing, collections, and customer service, ensuring smooth workflows and client satisfactionDevelop and implement marketing strategies to promote services, enhance customer engagement, and introduce new productsHire, train, and lead a diverse team, fostering a collaborative and customer-focused company culture

Education record

Bachelor Of Science, Business Administration – Finance