Neal Frankle

For Neal Frankle, helping people maximize their financial assets is rewarding work. Neal enjoys guiding his clients as they implement investment strategies that help them meet their financial and life goals.

As president of Wealth Resources Group, Neal takes a comprehensive approach to wealth management. He views his role as helping people make well-informed decisions about their investments and retirement plans — providing them with greater financial independence, peace of mind and security.

With more than 18 years of experience in the financial services industry, Neal provided financial planning services long before financial planning was a recognized profession. As a registered investment advisor, he has demonstrated a consistent ability to protect and grow the hard-earned assets of his clients, many of whom have experienced major life changes, including retirement, divorce or the loss of a spouse.

Neal graduated from the California State University San Diego with a bachelor’s degree in accounting. He graduated with high honors. He is a certified financial planner (CFP), a member of the Institute for Certified Financial Planners (ICFP), and a certified senior advisor (CSA).

Neal emphasizes education to promote professional excellence. He is an active member of the International Association for Financial Planning. Neal has also lectured widely on financial topics at Mission College and the College of the Canyons. In addition, his “Retirement Investing” class has been widely attended in the Los Angeles Area.

Neal is the author of Retirement Investing, an easy-to-read book for those already retired or close to retirement. His articles on estate planning and retirement investing have been published in local newspapers.

When not working, Neal enjoys spending time with his wife, Mimi, and their three children.

Check out Neal's blog www.wealthpilgrim.com and sign up to receive e-mailed financial updates