Jim Frank

Since 1981, Jim Frank has helped individuals accumulate, manage, and plan for the distribution of wealth.

Jim has worked with clients and their legal and tax advisors to implement individual and business financial plans. He also has experience in the design and operation of qualified and non-qualified retirement plans.

Jim received his B.S. from the Pennsylvania State University and his J.D. and LL.M (Taxation) from Temple University School of Law. He is a member of the Pennsylvania Bar Association, Philadelphia Estate Planning Council, and The Financial Planning Association.

California Insurance License Number 0E45795.