Frank Karpack, CFP®, CLU®, ChFC®
Certified Financial Planner™ professional
Retirement Planning
- Wealth Management
- Distribution Strategies
- 403(b), 457(b), 401(k) Plans
- Roth IRAs/Traditional IRAs
- IRA Rollovers
- Fixed and Variable Annuities
- Pension Payout Alternatives
- Mutual Funds
Protection and Insurance
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
- Employee Benefits
- College Funding Strategies
- Estate Analysis and Protection
My Practice
I focus on building client wealth in a way that is comfortable for the client. This is accomplished by communicating openly and effectively to produce tailormade investment strategies that incorporate my client’s investments and lifestyle. My practice consists of a team of focused professionals drawing on a range of specialized skills that encompass tax, legal, investment, finance and insurance experience. My goal as your financial advisor is to be the key strategist who sets the team of financial professionals in motion to provide clients with the confidence that their long-term goals will be met.
Professional Achievements
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Life Underwriter
- Chartered Financial Consultant
- FIVE STAR Wealth Manager 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021
Personal
- Rutgers University graduate
- Hobbies: Basketball, Exercising & Eating
- Wife: Corinne; Children: Ryan, Sara, Megan & Andrew
The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.