Dr. Frank Ragonese, affectionately known as “Dr. Frank,” is the esteemed founder of Pelican Wealth Advisors, LLC, a fiduciary asset management Registered Investment Advisor firm headquartered in Bonita Springs, Florida.

Possessing an unconventional educational background in engineering, Dr. Frank parlayed his vast academic experience as a former college professor into a flourishing career spanning over 35 years in business and finance. He devoted a decade as the Chief of Risk Management for one of the world’s largest corporations, followed by an 15+ year tenure as a portfolio manager.

In response to a demand for an innovative approach to financial services, Dr. Frank Ragonese founded Pelican Wealth Advisors. The firm values its autonomy from large brokerage institutions, adopting a compensation model that aligns with client interests, thereby creating a reciprocally beneficial partnership.

Dr. Frank’s notable expertise in risk management allows him to implement the firm’s comprehensive approach across various financial domains, including investments, retirement income, taxes, long-term healthcare, and estate planning. This proactive methodology equips clients to adeptly handle potential financial challenges, such as longevity risk or unexpected healthcare expenses.

Phone : (239) 287-3146
Email : [email protected]