Meet Franklin
Franklin is a Certified Financial Planner™ and wealth management expert with over 16 years of wealth management experience,
He is passionate about providing comprehensive financial planning and asset management services to domestic and international Ultra-High Net-Worth families.
Franklin worked as a Financial Planner in several top-ranking Fortune 500 financial firms. During his tenure at Fidelity Investments, he served as the trusted private wealth advisor to an exclusive group of High Net-Worth households with $550 million in total assets under management.
Outside of finance, Franklin enjoys keeping active with martial arts, acquires worldly wisdom from leisure reading, spending time with his family, and participating as an assistant coach in the martial arts club.
CEO/National Director
Agency Director
Field Executive Director
