Frank P. Marzano, CFP®, CPA, CIMA®

Managing Principal

fmarzano@gmadvisorygroup.com | 631.227.3900

 

Frank founded GMAG in the mid-1990s with a vision to create an integrated financial services organization specializing in serving the unique needs of high-net-worth individuals, corporate executives, and family-owned businesses.

 

As the firm’s managing principal, Frank works with clients to design financial planning and wealth management strategies that help them achieve their aspirations and objectives. His extensive background in financial planning, accounting, and investing allows him to offer the type of comprehensive advice that best builds and preserves client assets.

 

Frank holds several important professional credentials. Frank is a CFP® practitioner, a Certified Public Accountant, CPA, and a CIMA® professional specializing in investment management consulting. Additionally, he holds academic degrees in taxation and accounting. He also belongs to numerous professional financial associations.

 

Under Frank’s leadership, GMAG has been named as one of the nation’s top financial advisory firms, and he has been featured in publications such as Barron’s, Wealth Manager, Business Week, Money Magazine, Investment News, and Financial Advisor Magazine.

 

For Frank P. Marzano’s in-depth biography, please download a copy here.