Frank D. Mezzanotte, Jr.
CERTIFIED FINANCIAL PLANNER tm
President
Cetera Investment Services Advisor with a profound depth of experience and robust education. Before the launch of FDM Wealth Management in 2012, Frank was a Senior Vice President in Citigroup’s Citi Personal Wealth Management™ division and trusted with the branch’s highest net worth clients.
With an MBA in banking and finance and a CERTIFIED FINANCIAL PLANNER™ designation, Frank is particularly suited to work toward guiding his clients towards a stable, secure, and sustainable financial future. He believes in giving clients meticulous attention, intelligent advice, and transparent service.
About the Owner
- Over 20 years of industry experience
- Former positions include:
- Senior Vice President at Citi Personal Wealth Management
- Vice President, Morgan Stanley
- Holds the CFP® Designation
- Undergraduate degrees in Accounting and Finance from Drexel University in Philadelphia, PA
- MBA Banking/Finance- Dowling College in Oakdale, NY
What is a CERTIFIED FINANCIAL PLANNER?
Contrary to popular thought, most financial planners are not certified. When you work with a CFP® you can be assured that your planner executes:
- Follows the fiduciary standard- all recommendations must be made with your best interests first.
- Rigorous education and experience requirements
- Re-certification every two years-