Frank J. Corrado, Jr., CPA, CFP(R), is a partner in Lighthouse Financial Advisors, Inc., and is a Registered Investment Advisor for the firm. He has over 25 years of financial services experience, guiding clients through those complex and critical decisions necessary to achieve financial success. He specializes in creative tax, investment, estate planning and risk management strategies to satisfy client's wealth management objectives.
Frank offers "inter-generational planning" to those clients who recognize the value of fostering communication and participation across generations. This process seeks to enhance the value of traditional estate planning techniques by addressing and resolving the allocations of resources to the often competing priorities of retirement, education, long term care and legacy wishes.
Frank holds the professional designations of Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER(TM) professional. A Summa Cum Laude graduate from Boston College, Frank continues his affiliation with his alma mater serving in various fund-raising capacities. He has also earned a certificate in financial planning from Fairleigh Dickinson University and is a member of the Alliance of Cambridge Advisors, the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA), and the National Association of Tax Professionals (NATP).
Frank is passionate about continuing education, both for himself and his clients. He commits a significant amount of time to attending classes, taking courses, and reading financial literature to ensure he stays current with the ever-changing tax and financial landscape. His experience tells him that a client's financial peace of mind is directly correlated to the level of understanding of their finances; therefore, he is diligent in ensuring clients truly understand their financial situation and the roadmap that will allow them to achieve their financial goals.
Frank, his wife, Dawn, and four children have been residents of Holmdel, New Jersey, for over 16 years, where he currently serves as the President of the Holmdel High School Booster Club and coordinates various fund-raising activities to support the children in the school district.
Friday July 4th, 2008
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