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Neal Frankle

CFP®
Personal Finance, Retirement, Investing
90%
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19
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6
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59
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“With over 30 years of experience, Neal Frankle is committed to helping people plan their financial road map, consistent with their values, to protect their assets and help them achieve their goals.”
Firm:

Wealth Resources Group

Job Title:

Founder & Certified Financial Planner

Biography:

Neal Frankle is an Independent Certified Financial Planner™, based in Southern California. He founded Wealth Resources Group in 1994 to provide comprehensive fee-based financial planning exclusively. His firm specializes in helping clients make smart decisions about their money so they can stop worrying and start enjoying the things that matter most to them. He works with retirees and pre-retirees, small business owners, highly paid employees and widows and divorced women.

Because Neal is a Registered Investment Advisor rather than a stock broker, he can work with his clients no matter where they live. Many of his clients work with him via phones and the internet even though they live within 5 miles of the office. As a Certified Financial Planner ™, he provides comprehensive financial planning for individuals and families. He focuses on tax planning, employee benefits, retirement planning, estate planning, investment management and insurance.

Neal gives his clients his word that when they work with him, he will listen. He will take the time to find out what his clients' true goals really are and will be their partner in developing an individualized plan to help them achieve those goals.

Neal knows what it’s like to have financial trouble. Both of his 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 churned and burned the account. It was horrible. But this experience made a deep impact on Neal and helped him really understand what it’s like to be in a tough situation with limited resources and almost no financial understanding.

This experience motivated him to help others by developing a top-rate financial planning firm offering clients a comprehensive range of investment and financial planning services that are customized to clients’ needs.

Education:

BS, Accounting, SDSU

Assets Under Management:

$100 million

Fee Structure:

Fee Based

CRD Number:

1390756

Insurance License:

#Life and Health

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November 2016
    Debt, Real Estate
January 2017
    Bonds / Fixed Income, Financial Planning, Retirement Savings, Investing
August 2017
    Banking, Personal Finance
November 2016
    Investing, Stocks
March 2017
    Debt, Investing

All Answers
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    Personal Finance
What is the difference between record date and ex-dividend date?
81% of people found this answer helpful

The record date is the date by which you have to be a shareholder in order to receive an upcoming dividend.  The ex-dividend date is the date after which people buying shares would not be entitled to the dividend.

The ex-dividend date is usually 2 days prior to the record date in order to give the custodian time to register all new shareholders. If you buy shares prior to the ex-dividend date, you will receive the dividend. If you buy the shares on, or after the ex-dividend date, the seller keeps the dividend.

October 2016
    Personal Finance
How are realized profits different from unrealized or so-called "paper" profits?
63% of people found this answer helpful
October 2016
    Personal Finance
What is cliff vesting?
58% of people found this answer helpful
November 2016
    Investing, Real Estate
What average annual return is typical for a long term investment in the real estate sector?
57% of people found this answer helpful
November 2016
    Investing, Stocks
What is the ideal number of stocks to have in a portfolio?
55% of people found this answer helpful
October 2016