Pelican Wealth Advisors, LLC
At Pelican Wealth Advisors, LLC we believe in improving the lives of clients through a holistic approach for achieving abundance in health and wealth. This is achieved by creating a family atmosphere and fostering client sharing experiences through monthly educational workshops, wine tastings, and client appreciation events.
Pelican Wealth Advisors LLC is a Registered Investment Advisor Firm . We specialize in applying risk management expertise to retirement income and legacy planning. Dr. Frank’s background is in engineering and higher education, not typical for a financial advisor, is an advantage because of his natural analytical, communication and problem solving skills. Another reason we are unique is that we are completely independent of any large or small broker/dealer relationship. We are a “fee based” asset management firm which aligns our compensation with your financial goals in a “win-win” relationship. This is not the case with the typical Wall Street broker/client relationship. Often, while working with brokers, clients don’t know what their fees are! With over 25 years in the corporate world and 10 years as head of risk management with one of the largest corporations in the world, Dr. Frank’s sole purpose was protecting the company from many financial risks.
Address: 27499 Riverview Center Blvd, Suite 126 Bonita Springs, FL 34134 USA
Phone: +1 239 985 4097
FAX: +1 239 985 4099
