Frank Diego,

Frank Diego has been serving the financial needs of professionals, retirees, business owners and their families for more than 40 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.

As your financial advisor, Frank takes a comprehensive approach to addressing your financial needs. After getting to know you and working to fully understand your investment objectives and your tolerance for risk, Frank works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.

Raymond James’ extensive resources include professionals in financial planning, estate and tax planning, wealth preservation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Frank works diligently to help you develop both your personal financial plan and a detailed investment strategy. Frank’s planning-based approach is designed to help you meet current financial needs while working toward future goals, mitigate tax liabilities and successfully address estate issues, get better control of discretionary expenses, and pursue your long-term financial goals.

Originally from Rahway, New Jersey, just outside Staten Island, Frank graduated from Pace University in New York City with a Bachelor of Business Administration degree in marketing. Frank holds his Series 4, 7 and 63 securities licenses. He is a Certified Divorce Financial Analyst^® professional and a Wealth Management Specialist™ practitioner. These designations are from the Institute for Divorce Financial Analysts^® and the College of Financial Planning^® – a Kaplan Company.

As a Certified Divorce Financial Analyst^® practitioner, Frank is adept at guiding clients through every step of the financial process from a nuanced, neutral perspective. From contact before the divorce is filed, to navigating financial affidavits required by the courts, to showing what the asset division may look like based on Equitable Division guidelines, Frank’s expertise helps make the separation process as smooth as possible. During this period, he assists clients in understanding financial statements from their spouse’s accounts and creates a financial plan based on anticipated assets post-divorce.

When he’s not in the office, Frank enjoys spending time with his family, running, cycling and traveling. He has two adult daughters and is incredibly proud of them both. Frank’s other hobbies include genealogy and amateur radio. He’s practiced genealogy for over 30 years and has been a licensed amateur radio operator since age 12.