People

Neal Frankle

Neal Frankle

Formal First Name
Neal

Neal Frankle is a Certified Financial Planner who provides extensive financial planning for individuals and families. With more than two decades of experience, he specializes in employee benefits, tax planning, insurance, retirement planning, estate planning, and investment management. Frankle's expertise has been featured in several publications, such as The Wall Street Journal, Investors Business Daily, The Chicago Tribune, the Los Angeles Times, and TheStreet.com.

Professional Experience


Academic History

  • Both of Frankle's parents passed away while he was still in high school. He took a tiny insurance settlement to a financial advisor. Rather than help him grow it safely to help him get through college, the advisor burned the account. This experience motivated Frankle to help others by developing a top-rate financial planning firm.