Frank Armstrong (AIFA, CFP®, CLU)

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

  • Business Owners
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

-Global Asset Allocation using index funds -Retirement Planning & Distribution Planning -Investment Management for Corporate Pension Plans -Investment Management for Charitable Institutions Tax Sensitive Investment Strategies

Additional Information

Frank C. Armstrong is the author of "The Informed Investor-The hype free guide to constructing a sound financial portfolio", and "The Retirement Challenge: Will You Sink or Swim?". Visit are website and fill out our FREE No-Obligation form to find out how we can help you meet your financial goals.

NAPFA Start Date

March 19, 2002


This Office

2665 S Bayshore Drive Suite 230 Coconut Grove, FL 33133 Phone: (305) 443-3339 Fax: (305) 443-3064