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FrankFrank brings a unique blend of skills, training and experience to the AccPlus team. He served as a financial consultant at major brokerage firms, including Charles Schwab and Morgan Stanley, where he helped high-net-worth clients with investment and retirement planning. He also worked as a field agent for a retirement division of AIG, covering the California Central Coast. More recently, Frank interned as a tax preparer for a CPA firm, and is nearing completion of his Associate Degree in Accounting. He also sits on the advisory board for a local non-profit, Arts for Humanity. A NYC transplant who loves food, wine and all things gastronomic, Frank and his wife have called Santa Barbara home since 1990.

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