Frank Fato

Frank R. Fato, Jr. CRPC®
Vice President Financial Consultant Truist Investment Services, Inc.

3402 Wisconsin Ave NW

Washington, DC 20016-3009

About me

Background

Frank Fato is a Financial Consultant with Truist Investment Services, Inc., offering clients more than 25 years of financial services, retirement planning, and investment management experience.

 Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Faith and Family are very important to Frank and he spends time helping others within his Community.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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