Frank started his career as a CPA with Arthur Andersen in New York City/New Jersey with specialization in the real estate industry and related tax planning for affluent families and closely held businesses.
After 8 years Frank was recruited by Deloitte as a Tax Partner and was the Partner in Charge of nationwide professionals specializing in family business succession planning, tax and wealth management and mergers and acquisitions. After 4 years Frank was recruited by myCFO as its Chief Operating Officer and was responsible for developing the business platform and management of the firm's advanced consulting and advisory services related to open architecture investment advisory, income tax planning, estate planning, philanthropy and insurance/risk management planning. After 4 years Frank founded a multi-family office, partnering with a well-known investment management firm based in Orange County and helped build an open architecture platform, family office related services, multi-disciplinary wealth planning and consulting services for affluent families.