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Frank Fishenden
Associate
Frank brings a unique hybrid perspective to wealth management, combining a decade of tier-one banking experience with the operational grit of scaling an 8-figure enterprise.
Specializing in bespoke portfolio strategy and seamless relationship management, he leverages rigorous analytical insights to protect and grow client wealth across international markets.
Areas of Expertise
- Retirement Planning
- Pension Analysis, Advice, Management
- 401K Analysis, Advice, Management
- IRA Analysis, Advice, Management
- Pension Planning
- Wealth Management
- Investment Portfolio Management
- International Savings & Investment Options
- Investment Review
- Insurance & Family Protection
- High Net Worth & Ultra High Net Worth
- Private Client Wealth and Estate Planning
- Cashflow Forecasting & Modelling
- Complex Multi-Jurisdictional Financial Planning
- Education Fee Advice & Planning
- Property Portfolio Advice
Qualifications & Awards
CFA Level 1
CFA Institute
Regions Covered
- USA
- UK
- Middle East
- Worldwide
