Meet Frank

Frank T is here for you!Frank Torelli, Wealth Advisor

With 17 years experience in the securities industry, I’ve learned a great deal about helping families build, manage and transfer wealth.  The process starts with a clear understanding of what’s most important to you, the Member.

I have the tools available to help you address a variety of financial needs.  Whether it’s consolidating your 401ks, an insurance review, helping you to increase the return on your money or setting a comprehensive retirement plan in place.  I believe in the CFCU philosophy of providing the highest level of personal financial services in a friendly, professional manner and I will help you understand your options and help you make a decision that is right for you.

As a lifetime New York State resident, I moved to the Ithaca area in 2005 from New York City.  I currently reside in Newfield with my family and pet boxer.  I hold Series 7 and 63 securities registrations through LPL Financial, as well as insurance licenses.  Contact me today; I look forward to helping you achieve your financial goals.

Providing wealth management services at the Transformation Center and East Hill Branch. Please indicate your preferred location when scheduling an appointment.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/,  Insurance Products offered through LPL Financial or its licensed affiliates. CFCU and Wealth Management located at CFCU are not registered broker/dealers and are not affiliated with LPL Financial.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: New York