Cofounder & President
As President, Frank develops new services and oversees all aspects for the firm, including day-to-day operations, strategic alliances, and joint ventures. Frank is also cochair of the firm’s Investment Committee and represents Reilly Financial Advisors internationally.
Frank’s immersion in international business has served as the foundation for the firm’s global approach. Frank has conducted business, researched potential foreign offices, and negotiated contracts in Switzerland, England, Saudi Arabia, Singapore, and the Czech Republic, meeting with local financial regulators, lawyers, and potential partners. Frank also spent 18 months working out of the firm’s Saudi Arabia office. He has attended investment and economic symposiums internationally and has traveled for business to Europe, Africa, the Middle East, India, and the Far East, including 16 around-the-world and 20 intercontinental trips.
Prior to cofounding Reilly Financial Advisors, Frank worked in multiple roles at a large San Diego-based investment advisory firm. There, he researched and negotiated several international alliance contracts with multiple countries and was an integral member of the team that began an international institutional money management firm that still exists today.
Frank holds a bachelor’s degree and a master’s degree in international business from the United States International University and has earned the FINRA Series 4, 7, 24, 63, and 65 licenses.
Frank’s professional and personal experiences traveling and conducting business around the world, combined with his advanced education in international business, have shaped his real-world perspective, guide firm reactions to world events, and help him to position portfolios to the benefit of the firm’s clients.
In his free time, Frank enjoys enjoys skiing, mountain biking, attending church, and visiting Disneyland with his family.
Why I Do What I Do:
I saw far too many advisors taking advantage of their clients, so I decided to build a wealth management firm entirely focused on helping people reach their financial goals. I can’t tell you how much joy it brings me to see our clients finally attain whatever it is they’ve been working toward all along.