Frank Busichio, Cfp®, Cpfa® Email and Phone Number
Whether you are currently building wealth or entering retirement and drawing income from assets, every family faces the same issues and risks:-Taxes: Who would like to be able to control the tax rate they pay? Create diversified streams of income with pre/after tax money is an important piece to a financial plan-Volatility: Who remembers a time of no or low volatility? Understanding your risk tolerance dictates expectations of volatile times and helps to develop an appropriate allocation-Longevity: How much money do I need to save and how long will it last? Life expectancy is increasing and we must make our money work for us in different ways-Inflation: Any sound financial plan is only as good as the assumptions created within it; we must strive to grow our wealth, not keep it stagnant-Interest rates: What was the first interest rate you had on your first home? Being at historically low rates today, striking a balance between the amount of leverage we can take through loans and the amount of confidence we have with the bonds in our accounts Me and my team of professionals in SLC & Seattle work with families and businesses to create customized financial strategies. I am committed to building long-term relationships to help clients address and pursue their financial goals.My main goal is to relieve stress, give clients time back and provide advice on savings strategies, investment products and risk management vehicles. Let's schedule a 20 minute phone call. I'd love to hear your story and see how I can help.https://go.oncehub.com/FrankBusichioCell: (425) 876-3206Email: fbusichio@pcrg.com Securities and Investment Advisory Services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. Please refer to www.ascentwealthsolutions.com for full disclosures.Please visit www.ascentwealthsolutions.com for all disclosures.
Ascent Wealth Solutions
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Founding MemberAscent Wealth Solutions Nov 2020 - Present -
Financial AdvisorPacific Capital Resource Group Oct 2015 - PresentBellevue, Wa, Us• Gather client's financial goals and priorities (retirement planning, education planning, risk management) • Build comprehensive financial plan with detailed analysis of current portfolio• Provide education on the different types of accounts available and recommendations on how to try to improve a client's current strategy• Strategic and ongoing review on required annual basis at minimum -
Financial Services RepresentativePacific Capital Resource Group Jan 2015 - Oct 2015Bellevue, Wa, Us -
Financial Professional Associate At The Prudential Insurance Company Of AmericaPrudential Financial Jul 2013 - Dec 2014Newark, New Jersey, Us•Complete fact-finding process to gain thorough understanding of clients’ financial goals and needs•Develop customized ideas and strategies for each client•Focus on helping clients meet their protection needs through a variety of insurance products -
Intern For The Vice President For International Relations & ProtocolsUniversity Of Washington Mar 2012 - Feb 2013Seattle, Wa, Us -
Broadcast Intern950 Kjr Sports Radio Jan 2012 - Mar 2012
Frank Busichio, Cfp®, Cpfa® Education Details
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University Of WashingtonPolitical Science & Communications
Frequently Asked Questions about Frank Busichio, Cfp®, Cpfa®
What company does Frank Busichio, Cfp®, Cpfa® work for?
Frank Busichio, Cfp®, Cpfa® works for Ascent Wealth Solutions
What is Frank Busichio, Cfp®, Cpfa®'s role at the current company?
Frank Busichio, Cfp®, Cpfa®'s current role is Helping families & businesses gain clarity & pursue their financial goals | Listener & Problem Solver | Sports Enthusiast.
What schools did Frank Busichio, Cfp®, Cpfa® attend?
Frank Busichio, Cfp®, Cpfa® attended University Of Washington.
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