VETTED
Dr. Frank Ragonese
Tel: 239-287-3146 27499 Riverview Center Blvd. Unit #126 Bonita Springs, FL 34134
About Dr. Frank Ragonese
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.
About Pelican Wealth AdvisorsPossessing 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!
See DisclosuresGeneral Information
States Licensed in:
FL
Number of Years with Current Firm:
17
Work with the following types of clients:
Individual Investors, Businesses
Advisory Services Provided:
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
Qualifications & Memberships
Insurance and Annuity Licenses:
Variable Annuity, Long Term Care, Variable Life, Life, Health, Annuity
Services
Investment Types:
Stocks, Bonds, Options & Futures, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs)
I provide a free initial consultation:
Yes
Preferred meeting methods
Can meet clients in the following ways:
Email, Phone, Our Office, Video Conference
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts:
$250K+
Firm Information
Advisor's Number of Clients:
150
Advisor's Number of Managed Clients:
250
Advisor's Number of Planning Clients:
75
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Disclaimer
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.
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17 Years of Experience
Compliance
Registered Investment AdvisorYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
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