Meet Frank

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

I started in the investment industry in 1997 and have 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 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 reside here 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.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CFCU Community Credit Union and CFCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CFCU Wealth Management, and may also be employees of CFCU Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CFCU Community Credit Union or CFCU Wealth Management. Securities and insurance offered through LPL or its affiliates are: