Company Profile for Wealth Resources Group.Wealth Resources Group and Neal Frankle is a private money manager that services affluent investors who desire comprehensive wealth management based on their individual values, goals, and objectives. Investment supervision and implementation are provided, as well as coordination coordination /co·or·di·na·tion/ (ko-or?di-na´shun) the harmonious functioning of interrelated organs and parts. co·or·di·na·tion n. 1. The harmonious adjustment or interaction of parts. with other professionals to provide total wealth management. Mr. Frankle is a Certified Financial Planner Certified Financial Planner (CFP) A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and tax affairs. , Certified See certification. Senior Advisor In some countries, a Senior Advisor is an appointed position by the Head of State to advise on the highest levels of national and government policy. Sometimes a junior position to this is called a National Policy Advisor. and a Registered Investment Advisor Registered Investment Advisor (RIA) is a designation obtainable in the United States by an individual who has registered with the U.S. Securities and Exchange Commission or state regulatory agency (where the primary business is situated or multiple States in some cases) in with nearly 20 years experience serving the senior market.
Company: Wealth Resources Group
Headquarters Address: 5855 Topanga Cnyn Road
Suite 420
Woodland Hills, CA 91367
Main Telephone: 818-716-3100
Website: http://www.wealthresourcesgroup.com
Type of Organization: Private
Industry: Private Money Manager
Key Executives: President: Neal Frankle
Public Relations
Contact: Lori Appleman
Phone: 512-401-8817
Email: lori@applemanfinancial.com
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