How a Financial Advisor Can Help Business Owners

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As a CPA/PFS, MBA, and business owner himself, Todd Frank is uniquely qualified to advise business owners of any size of business.

A financial advisor who is also a CPA with extensive private sector work experience is in a great position to understand the internal operations and financial statements of any business. As such, he can advise you on matters such as the best way to set up an employee retirement plan, cash flow planning (business or personal), estate planning related to the business, and with special retirement planning issues for business owners.

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Frank Financial Advisors is an independent Registered Investment Advisory Firm (RIA) specializing in financial planning, retirement planning and investment portfolio management. We are a fee-only investment advisor.

We create comprehensive financial plans and retirement plans for our clients while also managing their investment portfolios as fee-only investment advisors. Additionally, our clients receive advice related to a wide range of important financial matters such as creating college savings plans, setup and rollover of retirement accounts, estate planning, tax planning, business ownership, most types of insurance, home refinance questions, and for special events such as weddings, funerals and elderly care.

We serve clients nationwide from our headquarters in Carlsbad, California, in North County San Diego. We serve the local communities of Oceanside, Escondido, Encinitas, Rancho Santa Fe, Vista and San Marcos.