Frank Rekas, Cpfa Email and Phone Number
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Frank Rekas, Cpfa phone numbers
Most advisors start with a product to sell.We start with a person to serve.We believe that risk management and wealth management go hand in hand. You can't have one without the other.My team and I focus on building you a roadmap to your financial future, by connecting with you emotionally and getting to the heart of the matter.We follow a five step process that focuses on you, your goals, and your dreams.Working with Law firm owners, partners and professionals, we focus on asset location planning, which can help you reduce your tax liability risk.By building your plan on a solid foundation of risk management solutions, you'll be able to confidently grow your wealth so you can live your life with abundance and the dignity that you and your family deserve. We've been told by our clients that they work with us because we care about them, treat their situation with confidentiality, and educate them in order to provide them the confidence they need to make their financial decisions. Our ultimate goal with every client is to build a lifelong relationship. Our clients become our friends, and because of our work together, we become that trusted resource to them and their families. You're going to love the way we work....we know it.To learn more about our process and how we can work together, please give me a call at: 954-253-5508or email me at frank@palmwealthpartners.com
Palm Wealth Partners
View- Website:
- palmwealthpartners.com
- Employees:
- 4
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Partner And Financial PlannerPalm Wealth PartnersBoca Raton, Fl, Us -
Partner/Financial PlannerPalm Wealth Partners Sep 2024 - Present -
MemberPersonal Cfo Network (Pcfo) Mar 2024 - PresentSt Charles, Illinois, UsCoaching -
Retirement Planning SpecialistEquitable Advisors Jun 2020 - Sep 2024Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) -
Financial ProfessionalAxa Advisors, Llc Oct 2014 - May 2020New York, Ny, UsOur company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) -
Financial Services RepresentativeGr Financial Group, An Office Of Met Life Apr 2012 - Sep 2014
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Financial Services RepresentativeMassmutual Financial Group Apr 2007 - Mar 2012Springfield, Massachusetts, Us -
Financial Services RepresentativeNew England Financial Nov 2000 - Mar 2007Boston, Ma, Us -
Financial Services RepresentativeNew York Life Insurance Company Jul 1991 - Nov 2000New York, New York, Us
Frank Rekas, Cpfa Skills
Frank Rekas, Cpfa Education Details
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University Of Illinois Chicago
Frequently Asked Questions about Frank Rekas, Cpfa
What company does Frank Rekas, Cpfa work for?
Frank Rekas, Cpfa works for Palm Wealth Partners
What is Frank Rekas, Cpfa's role at the current company?
Frank Rekas, Cpfa's current role is Partner and Financial Planner.
What is Frank Rekas, Cpfa's email address?
Frank Rekas, Cpfa's email address is fr****@****ero.net
What is Frank Rekas, Cpfa's direct phone number?
Frank Rekas, Cpfa's direct phone number is +195425*****
What schools did Frank Rekas, Cpfa attend?
Frank Rekas, Cpfa attended University Of Illinois Chicago.
What are some of Frank Rekas, Cpfa's interests?
Frank Rekas, Cpfa has interest in Baseball Statistics, Electronics, Baseball, Reading, Professional Sports, Nhl, Sports, Mlb, Mlb (Business), Sports Business.
What skills is Frank Rekas, Cpfa known for?
Frank Rekas, Cpfa has skills like Retirement Planning, Wealth Management, Long Term Care Planning, Business Succession Planning, Executive Benefits Planning, Estate Planning Strategies, Income Protection Strategies, Tax Deferred Investment Planning, Insurance Needs Analysis, Annuity Strategies, Financial Strategies, Insurance Planning.
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