• Firm: Wealth Resources Group
  • Job Title: Founder/Certified Financial Planner
  • Certifications: CFP®

Experience

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/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 Internet even though they live within five 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

Neal received his BS in accounting from San Diego State University.

Quote from Neal Frankle

“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.”