CLIENT EDUCATION IS OUR #1 PRIORITY! LEARN ABOUT THE COLOR OF MONEY IN YOUR FINANCIAL HOUSE .
Frank Ragonese, Ph.D., whose clients call him “Dr. Frank,” is the founder and CEO of Pelican Wealth Advisors, LLC, a fiduciary, Registered Investment Advisor firm.
Dr. Frank was a college professor in his early career, has 15 patents, a Ph.D. in engineering, and more than 30 years of experience in business and finance, including 10 years as head of Risk Management for one of the largest corporations in the world and 11 years as a portfolio manager.
“Dr. Frank” founded Pelican Wealth Advisors, LLC (PWA) in order to apply his extensive risk management expertise to help people manage retirement risks in ways which 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 (RIA) firm that specializes 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 advantage is that PWA is we’re 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 35 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 the company 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.
We Don’t Know What We Don’t Know -World Class Education & Risk Management
Most people don’t know what they don’t know…yet refuse to admit it. Even worse, people are afraid to seek the advice of a professional advisor because they feel they know it all. It is very rare that we don’t find at least one “red flag” when we conduct a second opinion for a prospective client. It never hurts to get a 2nd opinion…even if you decide to stay with your current advisor or manage your own retirement plan.
Many people assume that if a financial advisor is a “certified financial planner” (CFP), then they are competent and trustworthy. However, our experience tells quite a different story. There is NO substitute for EDUCATION when it comes to selecting a financial advisor, For this reason, in 2017, we created “Pelican Wealth University” which initially consisted of 9 hrs of classroom instruction spread out over three weeks.
In 2019, we launched the “online version” of Pelican Wealth University via production of online videos accessed through this website. Now anyone can learn as much as desired about financial planning, investments, income generation, tax strategies, long term care and estate planning in the convenience of their home, 24 hrs/day and 7 days/week.
We invite you to register today for our online educational video series so you can make informed financial decisions every time! Registration will allow you to automatically receive periodic video emails that cover most everything you ever wanted to know about investments, income generation, tax-savings strategies, long term care options, estate/legacy planning and overall risk management. You will also receive educational video emails on new topics of interest as they develop.
REGISTER online or call: