Frank Financial Advisors

Linda Halleran is a financial advisor at Frank Financial Advisors with 10 years of industry experience. She holds a Series 65 designation and previously worked at United Capital Financial Advisers, LLC for seven years before joining her current firm. Outside of her advisory role, she is licensed as a health and life insurance agent and manages a small insurance business. Frank Financial Advisors provides discretionary asset management, financial planning, and consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental and technical analysis, using primarily no-load or low-load mutual funds and ETFs, and offers retirement-plan advisory services under ERISA and the Pension Protection Act.

Todd Frank is a financial advisor at Frank Financial Advisors in Carlsbad, CA, holding the PFS™ and Series 66 designations with 25 years of industry experience. He has worked at Purshe Kaplan Sterling Investments from 2010 to 2016 and has been with Frank Financial Advisors since 2008. Todd is also licensed to sell non-variable life, health, and disability insurance products as part of his professional activities. Frank Financial Advisors provides discretionary asset management, financial planning, and consulting services to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $188 million using primarily no-load or low-load mutual funds and ETFs, incorporating fundamental and technical analysis along with a mix of long- and short-term strategies.