Email: firstname.lastname@example.org | Phone: 877-257-3840 ext610 | Linkedin
With over 25 years of experience serving corporate retirement plan sponsors as well as individual investors, Fran coaches, and trains other financial advisors throughout the U.S. regarding retirement plan management issues and strategies. Fran offers an independent and objective assessment to advisors and their plan sponsor clients to facilitate the implementation and on-going enhancement of solutions to best serve their plan goals and objectives. He provides corporate retirement plan sponsors with comprehensive, simplified and cost competitive solutions which are designed to help save plan clients and their participants money and improve retirement outcomes. Fran also manages the development of practice programs for the firm’s retirement business and works with a select group of his own individual and retirement plan clients.
Fran is a Qualified Plan Financial Consultant with American Society of Pension Professionals. This ongoing training provides him technical knowledge and skills to solve Plan Sponsors and Fiduciaries ERISA and DOL compliance issues. In addition to degrees in Finance and Economics from Regis University, Fran is an Accredited Investment Fiduciary™, Qualified Plan Financial Consultant and Professional Plan Consultant™. Fran is also accredited through Financial Service Standards, LLC, which formalized one of the most comprehensive 401k plan management programs available, dubbed the 401k Service Solution™ for Plan Sponsors, and is a Professional Plan Consultant™ accredited through Robert Morris University, giving sponsors access to the 401k Service Solution™ tools based on Fiduciary best practices.