Dr. Frank Ragonese
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.
FL
17
Individual Investors, Businesses
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Long Term Care, Variable Life, Variable Annuity, Life, Health, Annuity
Bonds, Options & Futures, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Commodities
Email, Phone, Our Office, Video Conference
$250K+
250
250
Yes
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Additional Detailed Disclosures
Pelican Wealth Advisors, LLC ("Pelican") is a Registered Investment Advisor ("RIA"), with the State of Florida. Pelican provides investment advisory and related services for clients in the State of Florida and other states. Pelican maintains all applicable registration and licenses as required by the various states in which Pelican conducts business, as applicable. Pelican renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Check the background of your financial professionals on FINRA's BrokerCheck - http://brokercheck.finra.org/
