Frank A. Carrazza, Jr.

ABOUT US | Our Team

With more than 30 years of experience, Frank brings a balance of knowledge and understanding to the complex problems facing closely held business owners with family transition and business succession planning. Frank utilizes the most effective methods of reducing and eliminating both income and estate taxes.

Since Frank has been involved in many unique situations, he brings a thorough knowledge of the most current wealth transfer techniques to assist high net worth individuals and business owners. As an independent planner, Frank can offer a complete product search, and as a Registered Investment Advisor, assists in the balancing of investments for growth, income, and capital preservation.

Frank A. Carrazza, Jr.

Specialization	Credentials
Insurance Planning Business Succession Planning Wealth Transfer Techniques Wealth Accumulation Sophisticated Income and Estate Tax Saving Ideas Qualified Retirement Plans Employee Benefits and Deferred Compensation Fee-Based Asset Management Programs	Certified Financial Planner^TM (CFP)^® Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) Licensed Insurance Advisor Registered Investment Advisor (RIA) Full Service Insurance Broker Full Service Securities Representative

CFP^®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board ofStandards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.

This communication is strictly intended for individuals residing in the states of
CA,CT,FL,GA,MA,ME,NC,NH,NY,SC,VT.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and Advisory Services offered through Commonwealth Financial Network ®,
Member FINRA, SIPC, a Registered Investment Adviser.
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