Frank Ragonese, Ph.D., also known as “Dr. Frank”, is the founder of Pelican Wealth Advisors, LLC, which is a “fee-based” asset management Registered Investment Advisor firm.
Frank has a Ph. D. in engineering and was a college professor in his early career. He has more than 25 years of experience in business and finance, including 10 years as head of Risk Management for one of the largest corporations in the world.
“Dr. Frank,” as his clients call him, founded Pelican Wealth Advisors, LLC in order to apply his extensive risk management expertise to help people manage retirement risks in ways that are not tied to large investment houses. He has a passion for helping others understand the financial industry, and utilizes his love and skills for teaching by providing ongoing educational workshops.
A Unique Firm With Unique Beginnings
Pelican Wealth Advisors LLC is a Registered Investment Advisor Firm . We specialize in applying risk management expertise to retirement income and legacy planning.
Dr. Frank’s background is in engineering and higher education, not typical for a financial advisor, which is an advantage because of his natural analytical, communication and problem solving skills.
Another reason we are unique is that we are completely independent of any large or small broker/dealer relationship. We are a fee-based asset management firm which aligns our compensation with your financial goals in a “win-win” relationship. This is not the case with the typical Wall Street broker/client relationship. Often, while working with brokers, clients don’t know what their fees are!
With over 25 years in the corporate world and 10 years as head of risk management with one of the largest corporations in the world, Dr. Frank’s sole purpose was protecting his clients from many financial risks.
Personal Experience Led to the Birth of Pelican Wealth Advisors
It was during his career that Frank had his first negative experience: as a client of a well-known brokerage firm. The 2000 “dot-com” market meltdown caused Dr. Frank to lose money while the firm that worked for him continued to earn large fees. This experience led him to start his own financial advisory firm, leverage his expertise in risk management, and find independent solutions for his own clients.
PELICAN WEALTH ADVISORS, LLC
A Fee-based Asset Management Firm in Bonita Springs, Naples, Estero, and Fort Myers, FL.
Concerned about outliving your money? Are you prepared for nursing home expenses when the time comes? Has the downturn in the economy caused you to reduce your lifestyle?
Set your worries aside and learn how you can have income for life, avoid outliving your money, and leave a legacy to your children.
At Pelican Wealth Advisors, LLC we believe in improving the lives of clients through a holistic approach for achieving abundance in health and wealth. This is achieved by creating a family atmosphere and fostering client sharing experiences through monthly educational workshops, wine tastings,and client appreciation events.
The 2000 “dot-com” market meltdown caused me to lose money while the firm that worked for me continued to earn large fees. This experience led me to start my own financial advisor firm, and leverage my expertise in risk management, and find independent solutions for myself and my clients.
As a completely independent, fee-based, asset management firm, we align our compensation with your financial goals in a “win-win” relationship. By focusing on both the Health and Wealth needs of our clients, we have helped them grow their investable assets, enrich their lives and realize their dreams.