Find Top Financial Advisors in Bokeelia, Florida

Dr. Frank Ragonese, affectionately known as "Dr. Frank," is the esteemed founder of Pelican Wealth Advisors, LLC, a fiduciary asset management Registered Investment Advisor firm headquartered in Bonita Springs, Florida.

Possessing an unconventional educational background in engineering, Dr. Frank parlayed his vast academic experience as a former college professor into a flourishing career spanning over 35 years in business and finance. He devoted a decade as the Chief of Risk Management for one of the world's largest corporations, followed by an 15+ year tenure as a portfolio manager.

In response to a demand for an innovative approach to financial services, Dr. Frank Ragonese founded Pelican Wealth Advisors. The firm values its autonomy from large brokerage institutions, adopting a compensation model that aligns with client interests, thereby creating a reciprocally beneficial partnership.

Dr. Frank's notable expertise in risk management allows him to implement the firm's comprehensive approach across various financial domains, including investments, retirement income, taxes, long-term healthcare, and estate planning. This proactive methodology equips clients to adeptly handle potential financial challenges, such as longevity risk or unexpected healthcare expenses.

At Pelican Wealth, we understand that planning for your financial future is a significant task, and getting a second opinion can bring valuable insights. Our seasoned team of financial advisors is dedicated to providing you with objective and comprehensive evaluations of your current financial plan. We bring a fresh perspective, fortified by our extensive industry experience and keen understanding of financial markets and investment strategies. Dont leave your financial future to chance  a second opinion could make all the difference. We encourage you to reach out to us today!

Alicia C. Fuller is the Founder and Managing Director of Coastal 360 Capital Advisors at Steward Partners. With over four decades of experience in the financial services industry, Alicia serves as a fiduciary wealth manager and discretionary portfolio manager for individuals, families, business owners, and executives nationwide.

Alicia's extensive experience in the preservation of wealth along with the transition of that wealth to the next generation has allowed families the flexibility to plan using many different scenarios until the best strategy is found. Whether you are planning for retirement, the sale of a business, philanthropic endeavors or tax minimization strategies, Alicia carefully lays the ground work with you to pursue the desired outcome.

Alicia lives in Naples with her husband, Fletch, and her sweet Goldendoodle, Oliver, who is also the Pawsitivity Director of Coastal 360 Capital Advisors. Outside the office, Alicia enjoys spending time with her children and her grandchildren as well as traveling and gardening..

Individual and Family wealth creates complex and far-reaching needs, as sophisticated as those of any institution or foundation. We focus on all facets of Wealth Management, providing in-depth, long-term strategies and solutions, with institutional-level sophistication, efficiency and scale. Our investment advice and guidance, along with Steward Partners and Raymond James resources allow us to customize, while allowing simplification of your investment profile. Tax planning and estate tax minimization is a key component of an overall investment plan. This allows Coastal 360 Capital Advisors to work in concert with clients' estate planning professionals as well as clients' CPAs.