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David L. Frank, CFP, CIMA

160 Mount Bethel Rd
Warren, NJ 07059-5147
(908) 542-9131
Services Offered:
Financial, Insurance
David L. Frank, CFP, CIMA serves Somerset County, NJ
  • General Information
  • General Information
  • Description
    About My Business
    We take a holistic approach to planning and developing strategies to address all aspects of our clients’ financial lives including, investments, insurance, retirement, college and estate planning.

    Each client’s portfolio is developed using an objective and disciplined process customized to balance risk and return.

    We apply two additional reviews for all of our clients:
    1) Confirm that our plan has a high probability of meeting our clients goals and 2) Confirm that our plan will provide the most tax efficient solution.
    About My Services
    • Retirement strategies to help build the assets you need to achieve a comfortable lifestyle including retirement income planning.

    • Investment planning including an investment policy statement and an asset allocation model based on your individual goals and tolerance for risk.

    • Liability and risk management using several tools, including insurance, to help protect your family and your estate.

    • Education planning to project and plan for the funds needed to help send a child to college.

    • Management of trusts, nonprofit endowments and foundations based on the Global Fiduciary Standards of Excellence.

    • Estate planning and intergenerational wealth transfer strategies to help preserve and protect your legacy to pass on to your family and favorite charities, as well as protect your heirs from substantial delays, fees and taxes.

    • Access to banking services including personal and commercial lending.
    Conditions I Am Unable To Treat
    I am a Certified Financial Planner. All advise provided is based on client's needs and generally sound financial planning priciples. We are not accountants or attorneys and do not give legal or tax advice.
    Experience And Credentials
    Named one of New Jersey Monthly's 2011 Five Star Wealth Managers

    Earned his degree in Economics from Kean College while working for the Emergency Medical Services of Jersey City and Newark.

    CERTIFIED FINANCIAL PLANNER (CFP) Farleigh Dickenson University-1994

    (CIMA), The Wharton School-2000

    (AIFA) University of Pittsburgh 2001

    Fees And Payment Sources Accepted
    Typically clients are charged an advisory fee(as opposed to commissions). My clients know that my advise and my compensation is tied to their long term goals.
    Languages Spoken by Staff
    Hours of Service
    Available by appointment.

    Will meet with your other advisors (Attorney and accountant).
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