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James M. Frank, J.D., LL.M

James M. Frank, J.D., LL.M

Director of Financial Planning

Jim is an innovative wealth planning strategist with over 35 years of experience in business and personal estate and gift planning, primarily for high-net-worth individuals and families with closely-held business interests. He has worked with clients and their legal and tax advisers to implement individual and business financial plans. He also has experience in the design and operation of qualified and non-qualified retirement plans. Jim has authored numerous articles and training programs for financial professionals regarding financial, investment, and estate planning. He received his B.S. from the Pennsylvania State University, his J.D. and LL.M (taxation) from Temple University School of Law, and is a member of the Pennsylvania Bar Association, Philadelphia Estate Planning Council and The Financial Planning Association.

CA Insurance Lic. #0E45795