Director Of Financial Planning
Current
May 2024 - Present
AeroLeads people directory · profile
Frank Fang Email & Phone Number
Director of Financial Planning
at
Fuse Financial
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Director of Financial Planning
Location
Norristown, Pennsylvania, United States
Who is Frank Fang? Overview
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Quick answer
Frank Fang is listed as Director of Financial Planning at Fuse Financial, based in Norristown, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Frank Fang.
Frank Fang previously worked as Financial Advisor at Financial Independence Planning, Llc and Senior Client Services Associate at Financial Independence Planning, Llc. Frank Fang holds Management Information Systems from University Of Pittsburgh.
Company email context
Email format at Fuse Financial
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Fuse Financial
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Profile bio
About Frank Fang
Accomplished financial services professional with 8 years of progressive sales, client relations and leadership within; wealth and investment management, home lending, community banking, and business banking. Skilled at analyzing complex issues, problem solving and contributing to a top performing team. Proven track record of driving for results, maintaining trusting relationships with partners and clients, enhancing customer experience and coaching and developing others.Holds Series 6, 7, 63 & 65
Current workplace
Frank Fang's current company
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Fuse Financial
Website
AeroLeads page
8 roles
Frank Fang work experience
A career timeline built from the work history available for this profile.
Financial Advisor
1495 ALAN WOOD RD STE 100 CONSHOHOCKEN, PA 19428.Securities and advisory services offered through Cetera Advisor Networks LLC,member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Jan 2023 - May 2024
Senior Client Services Associate
Oct 2021 - May 2023
Client Service Associate
Sep 2020 - Oct 2021
Registered Representative
· Assisted senior management team with building various portfolios and trade recommendations best suited for each individual client.· Developed relationships and unique strategies with each advisor to assist them with client reviews and proposals · Reviewed, processed, and tracked investment applications from setup to funding.· Coordinate client account.
Oct 2019 - Jun 2020
Licensed Personal Banker
· Coached other team members on effectively profiling consumer and small business customers with a focus on asking effective questions, identifying customer needs, showing value, positioning key business partners and segmenting customer appropriately. · Built relationships with consumer and small business customers by determining customer needs and helping.
Feb 2014 - Oct 2019
Executive Producer
- The MOBAFire Challenger Series (MCS) was created to provide an arena for pro-am, or sub LCS, Teams to compete for prizes and earn experience playing against other highly skilled teams to help prepare for competing in.
- Managed 20 + employees across North America and Europe.
- Built relationships with key industry insiders.
- Researched market competitors and industry trends to identify potential new products and services.
- Formulated a comprehensive business plan complete with clear and actionable goals and targets.
- Established and maintained cooperative relationships with representatives of community, consumer, and employee.
May 2013 - Nov 2013
Marketing And Sales Associate
Ambassador Hotel
- Contributed to marketing, accounting, and customer service for the hotel
- Conducted business sales meetings for western clients
- Initiated a project that made the hotel more friendly towards western clients. (Made website/menus/infrastructure available in English)
Feb 2011 - Sep 2011
2 education records
Frank Fang education
Management Information Systems
University Of Pittsburgh
Education record
Methacton High School
FAQ
Frequently asked questions about Frank Fang
Quick answers generated from the profile data available on this page.
What company does Frank Fang work for?
Frank Fang works for Fuse Financial.
What is Frank Fang's role at Fuse Financial?
Frank Fang is listed as Director of Financial Planning at Fuse Financial.
Where is Frank Fang based?
Frank Fang is based in Norristown, Pennsylvania, United States while working with Fuse Financial.
What companies has Frank Fang worked for?
Frank Fang has worked for Fuse Financial, Financial Independence Planning, Llc, Blue Rock Riversedge, Foundations Financial Partners, and Wells Fargo.
How can I contact Frank Fang?
You can use AeroLeads to view verified contact signals for Frank Fang at Fuse Financial, including work email, phone, and LinkedIn data when available.
What schools did Frank Fang attend?
Frank Fang holds Management Information Systems from University Of Pittsburgh.
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