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Vered Frank (CFP®)

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

  • AUM
  • Generation X
  • High Net Worth Client Needs
  • Millennials
  • Novice Investors
  • Retirement Plan Investment Advice

Planning Specialties

At StackWealth, we work with women—especially those juggling careers, caregiving, and major life shifts—to bring structure, strategy, and peace of mind to their financial lives. We’re a Fee-Only, fiduciary Registered Investment Advisor (RIA), which means we don’t sell products or earn commissions. Our only priority is you. What We Offer - Comprehensive financial planning - Personalized investment management - Flexible service options: one-time projects, subscriptions, or AUM-based - Portfolio strategies built around your goals, risk tolerance, and capacity Who We Serve Women in the sandwich generation, often in finance or business roles at tech and fintech companies, who are navigating both their own future and the growing responsibilities of caring for loved ones. Why StackWealth You deserve a financial partner who gets the nuances of your life—and builds a plan around it. We’re here to help you gain clarity, feel confident, and stay on course through all of life’s financial turns. Ready to talk? Let’s connect for a free “Get Acquainted” call.

Additional Information

I work with women who are ready to take ownership of their wealth, simplify complexity, and build a plan that supports them and the people they care about. Before launching my firm, I spent the last 20 plus years in leadership roles at financial services companies and venture backed high-growth startups. I've sat in the boardroom, the back office, and the family group chat. I understand the nuance of equity compensation, the mental load of caregiving, and the quiet discipline it takes to keep moving forward when life gets more complex. As a Certified Financial Planning professional, and a fee-only advisor, I bring a calm, strategic presence to my work. I don't believe in generic plans, product pitches, or financial education gatekeeping through jargon. Instead, I offer practical guidance, deep listening, and tailored strategies designed to help you care for you and the ones you love without sidelining yourself.

NAPFA Start Date

August 29, 2025

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