Read The Story Behind
Our Success

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.

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    Topics covered include:

    Income Planning

    Investment Planning

    Tax Planning

    Healthcare & Long Term Care Planning

    Estate Planning

    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.

    Utilizing his innate analytical prowess, unparalleled communication ability, and advanced problem-solving skills, Dr. Frank dedicates his expertise to his clientele’s advantage. His dedication to education is evident through consistent workshops that aim to demystify the complexities of the financial industry for clients.

    Explore a plethora of financial options beyond the mainstream offerings by participating in our unique “Educational Video Series.” Pelican Wealth Advisors operates under the belief that an informed client is a successful client, endorsing the view that “enlightenment paves the way to prosperity.”

    WHY US ?

    Empowering Your Financial Future through Knowledge and Innovation.

    Do financial uncertainties surrounding longevity, potential nursing home costs, or economic downturns keep you awake at night?

    Put your fears to rest by learning how to secure lifelong income, prevent outliving your resources, and ensure a substantial legacy for your children.

    We endeavor to illuminate a broad range of options beyond the conventional scope of Wall Street and managed money, which you may not encounter with a traditional financial advisor.

    Let's Take Your Retirement to New Heights.

    At Pelican Wealth Advisors, we firmly believe that education forms the bedrock of fruitful client relationships. Guided by the principle that “knowledge is the powerhouse of informed decisions,” we invite you to kickstart your financial enlightenment by registering for our exclusive “Educational Video Series”!