Frank P. Nardi, CFP®, CPA, Esq.
Certified Financial Planner
Frank P. Nardi for over ten years has been offering clients the best in financial planning services. Frank had started FPN Strategic Wealth Management Inc. in 2004 with the mission of helping clients reach their goals through the proven methods of comprehensive wealth management. Later on, Frank partnered with Future Financial Planners Inc. in 2005 in order to offer clients even more opportunities and services.
Today, Frank is advising many affluent clients mainly in the New York and New Jersey area. Since 2004 Frank has grown the firm from a well-known and respected accounting and legal firm, to a thriving financial and estate planning firm. Frank has been named to the TFS Securities President's Council from 2008 to 2014 and has been named to the Prudential Annuities Master’s Council in 2012-2013 and 2015-2016.
Along with being a Certified Financial Planner®, Frank is also a CPA of over 20 years and a practicing attorney in New Jersey and New York. Frank has a bachelor’s degree in accounting from Rutgers University and a juris doctor from New York Law School. Frank possesses a series 6 and series 63. Frank's vast knowledge of finance, accounting, tax, and law allows him to give clients comprehensive strategies in order to achieve their financial goals.
With his expertise, Frank has provided his clients excellent guidance with estate planning, retirement, college planning, and general investing for individuals and small businesses. Frank always goes the extra mile to help his clients and offers nothing but the best in financial planning services.
Outside of the office Frank enjoys fishing, skiing, and being with his wife and three children. Nothing makes Frank happier than seeing his clients succeed and reach the financial success they deserve.