Frank DeFrancesco is a Partner and Financial Advisor at New Canaan Group. He has over 20 years of financial experience. With a focus on retirement benefits and financial literacy, his experience is in helping his clients prepare for their financial future. This is done through customized financial plans using investment & risk management, wealth preservation, and wealth distribution strategies.
Educational Approach: His passion is helping people by taking an educational approach to financial planning. This is evident whether he is meeting one-on-one with an individual or presenting to large group audiences. He has been invited by many school districts and organizations throughout the state to present educational and financial literacy workshops specifically designed to help Connecticut educators understand some of the most critical details on their pension and personal assets. It’s one of his favorite things to do and he is actively working to expand the availability of these workshops.
Investment Focuses: Frank focuses on helping educators translate their lifetime of income into a legacy for themselves and their family. “As my client’s needs have matured, so has my business” says Frank “From their first year of teaching to their retirement, I pride myself on experienced guidance in retirement funding and accumulation strategies during the greatest earning phase of their career.” Frank’s knowledge and access to numerous financial products, as well as various investments and insurance companies, allows him to provide unbiased guidance and appropriate investment vehicles to help meet his client’s changing needs for themselves and their family.
Customer Service Excellence: Frank is committed to his clients. He is accessible via on-site school visits, virtual or in-person office meetings, as well as offering in-home consultations upon request. He has an experienced support team that is dedicated to providing first class service to his clients.
Honors: Over the years he has earned numerous company and industry awards and was inducted into the Equitable Advisors Hall of Fame in 2013. In addition, he is a member of the Elite Advisors Group (EAG) which is an internal recognition program of Equitable Advisors and is recognized as a Paramount Planning Group member based on achieving a certain sales production level among all financial professionals within our organization
His Beginnings: Frank began his career in 2000 as a Financial Professional with the Retirement Benefits Group, a specialized division of Equitable Advisors, LLC. In 2005, he was promoted to Divisional Vice President of the Northeast Region where he oversaw the building and development of a team of financial professionals that now works with over 25,000 active and retired educators in Connecticut.
Personal: Frank has a B.S. and MBA in Finance from Quinnipiac University and holds the FINRA Series 7, 24, 63, 66 registrations and CT Life and Health licenses. He resides in Fairfield, CT with his wife Deborah, and 2 children. He is a member of the Stamford Exchange Club and offers scholarship funds in many public schools to further educational benefits to their students.