Frank Defrancesco Email & Phone Number

I joined New Canaan Group as a partner focusing on Employer Sponsored Markets. New Canaan Group’s multiple professionals and broad range of strengths have helped to widen my capabilities to my clients. I am committed to helping my clients work toward their financial goals for themselves, their families and their businesses. I assist my clients by developing financial planning strategies which consist of customized investments, risk management, wealth preservation and wealth distribution plans.I began my career as a Financial Professional with the AXA Equitable Retirement Benefits Group, a specialized division of AXA Advisors, LLC in 2000. I focused on helping individuals, businesses, public schools, municipalities and nonprofit organizations manage their financial assets and make informed financial decisions. In 2005, I was promoted to the title of Vice President, where I oversaw the building of a team that works with over 25,000 active and retired educators in Connecticut.As a result of my work with clients, I have earned numerous company and industry awards and was inducted into the Equitable Hall of Fame.I have a B.S. and MBA in Finance from Quinnipiac University and hold the Series 7, 24, 63 and CT Life and Health licenses. I reside in Fairfield, CT with my wife Deborah and two children.

Listed skills include Retirement Planning, Wealth Management, Portfolio Management, and Estate Planning.

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  Quinnipiac University

  Finance, General