Frank Corrado, CPA, CFP®, RLP®

Managing Director, Principal

Life is full of changes, and each transition is unique. Frank Corrado offers comprehensive support tailored to individuals, families, and business owners facing significant life changes. With a unique blend of skills and experience, Frank provides a holistic approach that goes beyond traditional financial services.

Frank combines his expertise as a CPA and CFP® with his training as a Registered Life Planner (RLP®) and Certified Professional Coach (CPC). His continuous learning in behavioral sciences and psychology enhances his understanding of the “human side of money.”

Specialized Transition Support:

• Experiencing Loss: Receive compassionate emotional support and financial guidance during bereavement, helping you navigate grief and rebuild with a new sense of purpose.
• Going Through Divorce or Separation: Find solace and strength with emotional support while managing the financial complexities of separation, including settlements, alimony, and child support.
• Facing Retirement or Early Termination: Transition smoothly with coaching that addresses both the emotional and financial aspects, helping you shape a new lifestyle aligned with your values.
• Experiencing Sudden Wealth: Gain confidence with emotional support and financial literacy, empowering you to manage new wealth responsibly.

With over two decades of experience, Frank has built deep, trusted partnerships with his clients, helping them achieve financial peace of mind. He aims to be one of the most impactful relationships in a client’s life, removing obstacles related to emotions, behaviors, and mindset. Frank engages with clients on a profoundly collaborative level, understanding their unique situations to foster personal growth and forge deep personal connections.

Connect With Frank