Frank Torrone

CFP®, RMA®

Senior Wealth Strategist

Frank Torrone
PHONE
(212) 584-1900

Frank Torrone

CFP®, RMA®

Senior Wealth Strategist

In his role as Senior Wealth Strategist, Frank is committed to helping clients achieve their goals in an efficient and sustainable way. He brings an unparalleled degree of personalized attention, calm assurance, and technical experience to servicing all client planning and relationship needs.

Prior to joining Satovsky Asset Management in 2019, Frank served 8 years with Mariner Wealth Advisors and Lenox Wealth Advisors. He gained experience working with clients to structure financial planning, tax, and risk management solutions.

A graduate of Fordham University, Frank holds a B.S. in Business Administration with concentrations in Finance and Business Economics. Frank earned his Certified Financial Planner (CFP®) designation in 2015 and his Retirement Management Advisor® (RMA®) certification in 2024.

Frank is a true outdoorsman, enjoying everything from fishing to hiking and skiing.

Money and finances are one of the leading causes of stress in the United States, and most of that stress comes from the lack of knowledge people have about personal finance. Not only do I love to help people achieve their financial goals, but my aim is to provide education and foster healthy habits in the process with the goal to reduce money-related stress and anxiety.
Hiking active volcanos in Nicaragua.
232 Madison Avenue, Suite 400 New York, NY 10016
(212) 584-1900
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