Leadership Luncheon- The Good , the bad, and the Ugly, Investing in 2023
As a financial advisor, Frank Griseta is passionate about helping clients make good decisions with their investments and other financial matters. He believes that with the proper planning, goal setting and a good relationship with a trusted advisor, that people can achieve their financial goals.
The Griseta Group at Focus Financial Frank started in the industry almost 20 years ago trading S&P Futures on his own and then decided to become a comprehensive financial advisor and most recently joined Focus Financial in 2010. He has an extensive background that includes different business ventures and experiences.
Frank is a member of the Financial Planning Association and carries the CRPC® designation. He also has earned the series 7, 66 and insurance registrations. Frank is licensed in AZ, CO, FL, IL, OH, PA, and TX.
He and his wife along with their two children live in Roselle, IL. Frank enjoys spending time with his family, exercising, and is involved in auto racing. Frank is also a professional photographer.
“I enjoy working with clients and looking at the big picture. I want to know what is really important to them and then putting a plan of action together that can be the compass of what we are trying to accomplish. There is so much information out there and clients can feel overwhelmed. I want to help clients make good decisions and make them aware of all the opportunities that are available to them.” – Frank M. Griseta
SERVICES & EXPERIENCE: I have assembled a team of experienced, reliable and trustworthy professionals that include a CPA and Estate Attorney, who work with me in addressing my client’s tax and legal issues.
Individual Investor/Small Business
Traditional and Roth IRA’s/401K/403B/SEP/SIMPLE
Certificates of Deposit/Corporate Bonds/Tax-Free Municipal Bonds