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 Neal Frankle, Founder |
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 With more than 20 years of experience in the financial services industry, Neal has been providing financial planning services to help retirees, pre-retirees, small business owners and highly paid employees make smart decisions about their money so they never have to worry about their investments ever again. Neal has demonstrated a consistent ability to protect and grow the hard-earned assets of his clients, many of whom have experienced major life changes including retirement, divorce, or the loss of a spouse. He graduated from the California State University San Diego with a bachelor's degree in Accounting where he graduated with highest honors. He holds the Certified Financial Planner designation (CFP), is a member of the Institute for Certified Financial Planners (ICFP). Neal values education as a way to promote professional excellence. He is an active member of the International Association for Financial Planning. Neal has also lectured widely on financial topics at Mission College and College of the Canyons. Additionally, his Retirement Investing class has been widely attended in the Los Angeles Area. As the author of Why Smart People Lose A Fortune; 5 Steps To Restoring Your Wealth & Sanity Neal has provided an easily-read book suited for those interested in growing their money safely. He has been quoted often in the Los Angeles Times, New York Post, Consumer Reports, Fit Body, Chicago Tribune, The Dallas News, Financial Planning Magazine, Investment Advisor Magazine and Registered Rep magazine. He has also been a guest commentator on CNN. When he's not working, Neal enjoys spending time with his wife, Mimi, and their three beautiful children. He is also active in Pups for Peace, an organization dedicated to raising money to train and deploy special dogs to sniff out terrorists and bombs to halt injury of innocent civilians. Put our experience to work for you; get your free phone consultation now. Next ›› World Class Professional Service |
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Wealth Resources Group | 28348 Roadside Drive, Suite 102B | Agoura Hills, CA 91301 | 818.889.6700 | Driving Map | Investment Blog |
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