As a Financial Consultant, Francesco strives to help individuals recognize their
financial goals and take the steps necessary to achieve them. He believes in building
relationships, earning trust, and aims to make himself a valuable resource to his
clients and their families.
Francesco is capable, and more than happy to discuss any of the following needs:
• Retirement Planning
• Investment Services/ Asset Allocation Strategies
• Life Insurance Strategies
• Long-Term Care Insurance Planning Investment
Francesco currently holds his FINRA Series 7, 63 and 66 registrations, as well as Life and Health licenses.
He graduated from Rutgers Business School with an MBA in Finance and completed his undergraduate
degree with a BBA in Finance from Baruch College.
Francesco has over 13 years' experience within the financial services industry previously working for an
Asset Management firm in the Operations area. Francesco’s background and experience makes him
uniquely qualified to helping individuals, households and small businesses with their Financial Planning
and helping them to achieve their goals.
Francesco has quickly accomplished numerous professional achievements which include being ranked
Top 10 Nationally for the Equitable Advisors B class (for Second year Associates), receiving the Equitable
Advisors Centurion Production award, and attending the National Leader Forum; a conference for
Equitable Advisors leading Financial Professionals.
In addition to his financial experience, he also volunteers with various charities in New York including City
Harvest. When he attended Rutgers Business School, he was an MBA Ambassador helping and guiding
new and prospecting students with valuable insights into the MBA program.