Episode 46 - Ever since Frank used some of his earnings from delivering newspapers to buy a few bonds at age 12, he has been interested in how finance and investments work. Back then, investment-grade bonds offered interest rates of 10% (those were the times), so the regular review of the bank statement was quite interesting.


Several years, and money long spent on sports and education, the power of compound interest and investing revealed itself in an elective college course. That was the beginning of a tilt in academic focus (from general economics towards a master’s degree in financial economics) that has continued to this day. Along the way, Frank has picked up additional designations to further his knowledge and credibility – the Chartered Financial Analyst (CFA®) and the CERTIFIED FINANCIAL PLANNERTM certifications.


Frank’s professional interest is the pursuit of the intersection between an academically sound portfolio, investments that are screened for their effect on the world around us, and the personal needs and goals of each of his clients. The outcome works best when all the aspects are aligned – which requires an ongoing effort to build, monitor, and update the portfolios and financial plans.


His greatest satisfaction is derived from his interactions with his clients. He believes there is nothing better than being able to help clients conquer their goals and answer their questions in a way that leaves them confident in their decision-making and forward progress.


Find out more about Frank and Forty4 Financial here: https://forty4financial.com/about-2/ 

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