Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Frank Quacinella, CFP®, Senior Vice President, Wealth Management Advisor
Frank Quacinella has spent more than half his life providing wealth management advice and guidance for Merrill Lynch clients. A graduate of Cal Poly San Luis Obispo, with a degree in Agricultural Business Management Frank joined Merrill Lynch in 1983, coming from the family owned business.
Frank uses a process driven approach when working with clients. He begins by helping clients formalize realistic goals for all their important life priorities. Regular follow up and tracking progress toward goals are critical components to the process.
Frank is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Boards of Standards, Inc. He is required to stay current on the investment climate, latest investment concepts and savings strategies. He has extensive experience working with all the cutting edge retirement strategies and investment analytic tools. His focus is on wealth management strategies for individuals, with special emphasis on retirement income strategies and portfolio management. Frank is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Frank also has professional knowledge working with families with special needs children. Frank helps families answer two important questions - Who will take care of my loved one when I am no longer able to, and will there be adequate resources left when I am gone.
|Frank is an active community volunteer. His community activities center around mentoring young people. He helped found the RSC of San Joaquin and Healing Hearts Society; both organizations serve the needs of the special needs community in San Joaquin County. Frank is also a proud supporter of Boy Scouts of America and the United Way of San Joaquin.
His leisure time is spent in the outdoors fishing, boating and traveling. Frank and his wife Nancy have lived in San Joaquin County since 1980; they are the proud parents of 2 sons, Michael and Tommy.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
California Polytechnic University San Luis Obispo
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.