Frankie is a Principal and Managing Director at Robertson Stephens, where he helps individuals and families bring greater clarity, intention, and confidence to the decisions that shape their financial lives. His work extends well beyond managing investments or producing a financial plan. Frankie serves as a trusted partner to his clients, helping them organize the complexity of their wealth, understand their choices, anticipate important decisions, and use their financial resources to support the lives they most want to lead.
As a Certified Financial Planner™ professional and Registered Life Planner (RLP®), Frankie combines deep technical experience with authentic curiosity and careful listening. He believes the most valuable advice begins with understanding what matters most to each client—their family, priorities, concerns, opportunities, and vision for the future. From there, he helps translate those priorities into a comprehensive and intentional strategy across investments, retirement, tax planning, estate planning, risk management, charitable giving, and other areas of a client’s financial life.
With two decades of experience advising individuals and families, Frankie is comfortable navigating both highly technical planning matters and the deeply personal decisions that often accompany significant wealth. Clients rely on him to simplify complicated issues, coordinate the many professionals involved in their affairs, identify opportunities and risks before they become urgent, and provide thoughtful guidance during periods of transition or uncertainty. His goal is to help clients feel that their financial lives are organized, their decisions are well considered, and someone they trust is continually looking around the corner on their behalf.
Frankie places particular importance on developing enduring relationships with clients and their families. He often works across generations, helping families communicate more effectively about wealth, prepare children and future beneficiaries for their responsibilities, and make thoughtful decisions about the legacy they hope to create. He views financial success not simply as the accumulation of assets, but as the freedom, security, and peace of mind that come from having a plan aligned with one’s values and supported by a capable advisory team.
Prior to joining Robertson Stephens, Frankie was a co-founder and Financial Life Guide at Blue Blaze Financial Advisors in Holmdel, New Jersey, where he advised clients on a wide range of short- and long-term strategic planning matters. He began his career at Andersen Tax, providing tax and financial planning advice to ultra-high-net-worth individuals and families.
Frankie earned his Bachelor of Science in Finance from the Carroll School of Management at Boston College. He formerly served as President of the Board of Directors of the Alliance of Comprehensive Planners, a nonprofit organization of fee-only, comprehensive financial planners committed to serving their clients as fiduciaries. During his board service, Frankie helped develop long-term strategic initiatives, negotiated key organizational relationships, and worked with members of the planning community to expand access to comprehensive fiduciary advice.
Frankie and his wife, Sarah, live in Red Bank, New Jersey, with their two young children. Outside of work, he enjoys pursuing his own life goals, including trying to break 80 on the golf course, exploring the outdoors, and spending meaningful time with his family.