Looking For an Independent Certified Financial Planner™
With Over 25 years of Experience and Service?
Neal Frankle
Certified Financial Planner™
Financial Advisor, Los Angeles, California
My name is Neal Frankle and I’m an Independent Certified Financial Planner™, based in Southern California. I founded Wealth Resources Group in 1994 to provide comprehensive fee-based financial planning exclusively. My firm specializes in helping clients make smart decisions about their money so they can stop worrying and start enjoying the things that matter most to them!
You can read more about me or connect with me. or you can read on get more information about how I can help you below.
My Story…
I know what it’s like to have financial trouble. Both my parents passed away while I was still in High School. I took a tiny insurance settlement to a financial advisor. Rather than help me grow it safely to help me get through college, he churned and burned the account. It was horrible. But this experience made a deep impact on me and helped me really understand what it’s like to be in a tough situation with limited resources and almost no financial understanding. This motivated me to help others by developing a top-rate financial planning firm offering clients a comprehensive range of investment and financial planning services that are customized to clients’ needs.
About My Firm….
We are a Los Angeles-based, Southern California investment and financial planning firm that was founded in 1994. We are a fee-based, independent financial advisory firm offering comprehensive investment and financial planning solutions for our clients.
Based in Los Angeles but serving the entire USA at:
2945 Townsgate Road, Suite 200
Westlake Village, CA 91361
818-889-6700
Need Directions? Here’s a map and directions to our office.
Because I am a Registered Investment Advisor rather than a stock broker, I can work with you no matter where you live. Many of my clients work with me via phones and the internet even though they live within 5 miles of the office!
Am I the Financial Advisor for You?
As a Certified Financial Planner ™, I provide comprehensive financial planning for individuals and families. I work with retirees and pre-retirees, highly paid employees and small business owners. I focus on tax planning, employee benefits, retirement planning, estate planning, investment management and insurance.
I give you my word that when you work with me, I’ll listen. I’ll take the time to find out what your true goals really are and I’ll be your partner in developing an individualized plan to help you achieve those goals – all of them! Clearly understanding your needs and obtaining your satisfaction is of the highest importance to me.
To sample our firm, here are a few articles from my investment and financial planning blog Wealth Pilgrim:
How to Start Planning Your Retirement
How Much Money Do I Need to Retire?
Is This The Key to Your Investment Success?
Three Steps to Improve Your Money and Marriage
Contact Neal Frankle, CFP (R)
I would love to hear from you to know how I can help you get more financial freedom and minimize your financial uncertainties. For a free consultation, please connect with me. or call my office at 818-889-6700.
