Francis Amelio

Personal Finance, Retirement, Investing
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“With over 30 years of experience as a financial advisor, Francis (Frank) Amelio is dedicated to creating a financial approach that is designed to address every client's individual situation.”
Firm:

Focus Investment Advisers

Job Title:

Financial Advisor

Biography:

Francis (Frank) Amelio is a Financial Advisor at Focus Investment Advisers, a firm that provides comprehensive retirement planning and financial planning strategies for the private sector as well as government/ civil service employees and unions. Focus Investment Advisor's goal is to be a comprehensive resource to plan participants and build a trusted advisor relationship with employees and plan trustees. Frank and his team pride themselves on providing investment education as well as planning to address the needs of each individual. They are an independent firm offering no in house “products”, which leaves the opportunity to be completely unbiased and provide simply what is best for the client to address their specific needs.

Frank and his team are able to provide Investment advice, insurance, college planning, contingency planning (estate planning), retirement benefit selection, managed money and retirement income strategies. All advisors at the firm are series 6 or series 7 registered through LPL Financial and are registered investment advisors with the SEC. At Focus Investment Advisors, they believe their teamwork approach adds a broader perspective to all they do and provides increased benefits to each clients. Frank and his team can help their clients create an approach that is designed to address each individual situation.

Frank joins Focus Investment Advisors with 28 years of investment experience. He provides an extensive background in tax advantaged and fixed income portfolio management as well as separate accounts. He previously was the managing director for Amelio Financial Group. Prior to that he was the lead fixed income portfolio manager with Hochman, Cohen and Torres. Earlier in his career he established himself as a bond coordinator with Morgan Stanley, Salomon Smith Barney and A.G. Edwards & Sons. Frank began his career with Kidder Peabody & Co in 1985. He is a graduate of the University of Colorado with a B.A in Physical Geography.

Education:

BA, Physical Geography, University of Colorado

Assets Under Management:

$50 million

CRD Number:

1488977

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