Summary

• 27 years helping clients make smart decisions about their finances
• 14 years writing personal finance articles and blog posts and books
• Certified Financial Planner since 1996
• Has held FINRA Series 7 and 24 licenses, as well as California real estate and insurance licenses
  

Experience

Neal began his financial planning career as an advisor to bank clients in the Bay Area and Beverly Hills. After honing his skills in retirement, investment and financial planning🐻, he created his own firm, Wealth Resources🌳 Group, and grew that company to $140,000,000 before selling it.

While running his firm, Neal also created a widely-read blog, “Wealth Pilgrim,” wrote two books, and published hundreds of articles in mainstre♛am pu🅰blications.

After selling his Los Angeles-based financial planning firm, Neal became a consultant to other financial 🦂advisory firms who wanted to become more successful in being of service to their existin🐼g clients and attracting new clients.

Education

Neal received his Bachelor’s of Science degr🍬ee in Business with a specialty in Accounting from California State Univ𒊎ersity San Diego.

Quote from Neal Frankle

“Speak Less. Listen More. When you d🀅o speak, ask good questions.”