Robertson Stephens Wealth Management
22 Falcons Ridge Circle
Holmdel, NJ 07733
Training: Active Registered Life Planner more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Many years of experience has made me conclude that a significant section of the US population, across all class and wealth categories, have either been ignored or severely underserved by the financial services industry. Trends and data driven analysis is pointing us in a better direction, but change has historically been very slow to make the required impact. Our professsion needs to help accelerate the change.Specialties
Comprehensive Financial Life Planning supported by institutional quality portfolio management and tax advisory & compliance. Our clients typically have multiple types of assets and and opportunities which create additional complexity due to the inter-relationships to be considered in decison making. Hence, tax minimization, estate planning and liquidity assessment must be considered when implementing their life plan.
About My Practice
Our RIA firm merged with Robertson Stephens (RS) on October 1, 2019 with a mandate to deliver a robust financial planning experience to clients. RS is committed to taking a financial planning led approach to wealth management providing unique portfolio solutions, using state of the art technology and delivered in a true fiduciary manner.
About Frank Corrado
Graduated Boston College School of Mangement with a BS in Finance. Spent 4 years in Public Accounting having attained a CPA. Held various senior financial positions at JP Morgan before starting a RIA firm and obtaining my CFP® designation. The past 5 years have been foused on integrating life planning into the practice and receiving the RLP® in 2014.
Our ideal client is thoughtful when making decisons about their financial situation and have worked hard to build wealth over time. Their Net Worth tends to incude a diverse set of assets beyond their retirement account and personal residence and include business interests, executive compensation, real estate, and others. They have a clear path to Financial Independence and seek guidance toward a new phase of life protecting the fruits of their labor while seeking the right opportunites to live an optimal life.
With over 30 years experience, having attained highly respected designations in technical areas of finance, and most recently integrating life planning and behavioral finance proptocals into our practice, I feel qualified to deliver the client experience expected from our current and future generations.
Providing clients transparency as to the value poposition and cost of the services provided (eg finanical planning, portfolio management, tax advisory and compliance, consulting, coaching etc.) as well as any potential conflicts of interest should be the minimum criteria when discussing fees with clients. Frankly, how the fee is charged (AUM, flat fee, hourly) should be more administrative than strategic.
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