Summary

• 27 years helping clients make smart decisions about their finances
• 14 years writing personal finance articles and blog posts and books
• Certified Financial Planner since 1996
• Has held FINRA Series 7 and 24 licenses, as well as California real estate and insurance licenses
  

Experience

Neal began his fin𒊎ancial planning career as an advisor to bank clients in the Bay Area and Beverly Hills. After honing his skills in retirement, investment and financial planning, he created his own firm, Wealth Resources Group, and grew that company to $140,000,000 before selling it.

While running his firm, Neal also created a widely-read blog, “Wealth P🧜ilgrim,” wrote two books, and published hundreds of articles 🌌in mainstream publications.

♏After selling his Los Angeles-based financial planning firm, Neal became a consultant to other financial advisory firms who wanted to become more successful in being of service to their existing ♌clients and attracting new clients.

Education

Neal received his Bachelor’s of Science degree in Business with a specialty in ܫAccounting from California State University San Diego.

Quote from Neal Frankle

“Speak Less. Listen Mor🍰e. When you do speak, ask good questions.”