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Frank Capriotti, CFP®, Senior Financial Advisor
CUSO Financial Services, L.P.*
Partner with Frank to create a personalized financial plan to help meet your short-term and long-term goals.
Delivering Honest and Objective Advice
“As a dedicated CFS* Senior Financial Advisor, I strive to deliver honest and objective advice. I am able to do this by defining my clients’ needs, wants, and long-term goals, then forming a customized plan around these defined items. I look for opportunities to help educate my clients on the financial planning process and to offer a variety of options to help them reach their end goal.
As a CERTIFIED FINANCIAL PLANNER™** professional with 15 years of securities industry experience, I have worked on all types of financial situations. Whether a client needs help with the proper asset allocation for their retirement account or wants to discuss estate planning strategies, I will make sure to diligently review the situation and use my experience to try to ensure the best plan is in place to help secure my client’s financial future.”
Check the background of this financial professional on FINRA’s BrokerCheck.
Frank is a graduate of Widener University and has a Master of Business Administration.
- Securities Licensed in DE, NJ, NY, and PA
- Philadelphia Magazine’s Five Star Award Winner 2018, 2019, and 2020***
Frank's regional coverage includes Citadel’s Brookhaven, Springfield, and Glen Mills offices.
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Partner with Frank to create a personalized financial plan for your future. As a dedicated CFS* Senior Financial Advisor, Frank strives to deliver honest and objective advice and will form a customized plan around these defined items.
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
***The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Visit www.fivestarprofessional.com for information on research/selection methodology.