Our Team

Francis Ciocari, CFP®

Managing Director | Private Wealth Advisor

Francis “Fran” Ciocari III is a Certified Financial Planner™ and a Chartered Retirement Planning Counselor. He offers additional expertise in executive equity compensation, risk management and portfolio construction and management, with an emphasis on asset allocation (such as alternative investments), modeling portfolios, and utilizing low-cost and tax-efficient indexing strategies. As a team, we also provide strategic, innovative, and deeply analytical investment advice for our sophisticated clients.