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StackWealth

StackWealth was designed with the understand that your financial journey is deeply personal. Your career transitions, family responsibilities, and evolving priorities all shape your relationship with money.
With over 22 years of experience in the wealth management industry, my approach centers on creating sustainable financial strategies that align with your values and support both your ambitions and the people who matter most to you. I believe financial advice should be clear, actionable, and free from unnecessary complexity or industry jargon.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Vered Frank, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

New York, NY 10013 Phone: (646) 397-9740

Primary Office

New York, NY 10013 Phone: (646) 397-9740
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