Broker Check
Frank Aguilera, CFA, CFP® 

Frank Aguilera, CFA, CFP®

 

Senior Wealth Advisor

As a Senior Wealth Advisor, Frank helps families with strategies designed to secure their financial future. With over a decade of experience as a financial professional, he holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Frank offers individualized guidance helping clients structure and prioritize their financial objectives while navigating potential risks.

 Prior to joining Aviance Capital Partners, Frank served as a Financial Consultant and Vice President, Wealth Planner at Fidelity Investments where he oversaw assets totaling more than $500 million for high-net-worth individuals and families. During his decade plus at Fidelity, Frank honed skills which help support clients through their complex financial needs which included estate and tax planning, as well as, retirement planning encompassing a wide range of employer benefits, such as 401ks, pensions and equity compensation plans.

Frank graduated from the University of Florida and remains a proud Gator and Gator sports fan, teaching his two children to “chomp” before they learned to walk. He holds a Bachelor of Science degree in Finance and Business Economics and a Bachelor of Arts in Political Science.

Frank lives with his wife and children in the Orlando area, where he enjoys spending time outside while listening to his favorite podcasts, experimenting with his grill, or reading a good book when he’s not trekking with his family across the different theme parks.