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Frank Fiumecaldo (CFP®)

Frank Fiumecaldo focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Divorce Planning
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Professional Athletes or Entertainers

Planning Specialties

Financial Planning, Wealth Management, Retirement Planning, and Tax-Efficient Withdrawal Strategies.

Additional Information

Frank focuses on providing custom tailored financial solutions for his clients. As a wealth manager and board CERTIFIED FINANCIAL PLANNER™, Frank works to simplify until his clients understand their complete personal financial situation.

NAPFA Start Date

June 05, 2024

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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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Visit Website Download vCard
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

4259 W Swamp Rd, Suite 302 Doylestown, PA 18902 Phone: (212) 269-2512
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