Frank Osman
Director, Wealth Management
Frank believes having a multi-disciplinary advisory team helps produce quality financial planning and investment management outcomes.
Frank focuses on comprehensive financial planning strategies including estate planning, wealth transfer techniques, pre-transaction planning, investment management, and executive compensation planning. His financial planning approach drives collaboration among his client’s tax professionals, attorneys, insurance advisors, bankers, and other professional advisors.
When not advising clients, Frank enjoys trying new restaurants with his wife, going to the park with his two dogs, and woodworking in his garage.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CERTIFIED FINANCIAL PLANNER™
EDUCATION
- BS, Economics, Arizona State University
