Frank Torrone

CFP®

Wealth Strategist

Frank Torrone
OFFICE
(212) 584-1900
MOBILE
(732) 687-1196

Frank Torrone

CFP®

Wealth Strategist

In his role as 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 SAM 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, and in 2015 earned his Certified Financial Planner (CFP®) designation.

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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