Frankie Corrado, Robertson Stephens

Description

Frankie is a Principal and Managing Director at Robertson Stephens. Alongside his father, Frank Corrado, CPA, CFP®, RLP and Kevin Talty, CFP®, EA, Frankie guides clients towards peace of mind and the freedom that comes from financial security in a comprehensive plan. As a Certified Financial Planner™, Frankie combines his technical finance experience with authentic and curious listening skills to develop trusted, long term relationships focused on the client’s optimal desired outcomes. With over a decade of experience advising individuals and families, Frankie feels comfortable whether the discussion focuses on complex areas of taxation and personal finance or problem solving to reach important goals and priorities. As a Registered Life Planner (RLP), Frankie feels particularly equipped to bridge the gap that often exists between someone’s optimal life and their money. Prior to joining Robertson Stephens, Frankie was a co-founder and Financial Life Guide for Blue Blaze Financial Advisors in Holmdel, NJ where he worked with clients on a wide variety of short and long term strategic planning areas. Frankie started his career advising and tax planning for ultra-high net worth families at Andersen Tax. Frankie earned his Bachelor of Science in Finance from the Carrol School of Management at Boston College.

Keywords Financial Life Guidance, personal and business tax advice, sudden wealth, executive compensation, stock options, IPOs planning, RSUs, entreprenuers, small business owners, financial quarterback, inheritance, trusted advisor, financial guidance, personal strategic planning, retirement planning, estate planning, life planning, life transition, divorce, intergenational planning, college planning, planning to sell a business, financial planning, deferred compensation, insurance planning, risk management, long-term planning, short term planning, aging parents, social security, pension benefits, Rquired Minimum Distribution, Long-term care insurance, investment managment, alternatives, private investments.