Frank Lepore
Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.
With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates.
Comprehensive Financial Planning and Wealth Management.
Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality.
*The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.
Our Team
Josh Lewis began his financial career in 2013, marking him as one of the vital relative newcomers to a field that desperately needs them.* Josh's philosophy of service exemplifies his outlook. "Clients, no matter how big or small, come second to none. We take the time to provide the best service and personal attention, ensuring that everyone can reach their goals." In addition to his years at OnePoint, Josh worked as a financial advisor for Northwestern Mutual. He is a graduate of Johnson & Wales University and active in the Columbia High School Booster Foundation.
Dimitri joined Bleakley as an intern in September 2011 and currently serves as a research and investment analyst. Prior to joining the firm on a full-time basis, he served as the head of research and investment analysis at Pioneer Financial. Dimitri is a graduate of Caldwell University with a Bachelor of Science in Accounting and a minor in Marketing. He was born and raised in Barbados.
Anthony Holden has been performing investment research, creating financial plans and managing investment portfolios for wealth management advisors since 2005. After starting with UBS Financial Services, he later worked for Wachovia Securities and Wells Fargo Advisors before joining Bleakley Financial Group in December of 2011. Anthony brings particular expertise in multi-asset portfolio construction and tax-managed investing strategies, as well as extensive experience evaluating both public and private investment managers as well as retirement cash flow modeling. He holds a BA in Mathematics from The University of Texas at Austin and six-plus years of experience in computer security software implementation and management.
Cara handles all of the team's social media, advertisements and administrative work. Cara started as an intern at Bleakley March of 2019 before becoming a part of the team in September of 2019. She studied and graduated from Montclair State University in Business Administration with a concentration in Marketing. In her free time, she likes to enjoy her time with her friends and family, while also being able to travel whenever she can.
Derek Sainz is a Wealth Management Associate supporting Frank Leporeâs Forbes-recognized advisory team. Based in Parsippany, NJ, Derek manages client onboarding, account maintenance, and billing audits with precision. He prepares daily meeting materials for advisors, coordinates internal workflows, and leads LinkedIn outreach to prospective clients. Derek also ensures compliance across communications and collaborates closely with team members to deliver personalized, full-spectrum financial planning and investment support.
4695659
318366
CA License #0F11615
LPL Financial
LPL Financial, Charles Schwab, Pershing, and Fidelity
Alpine, Basking Ridge, Bedminster, Bergenfield, Berkeley Heights, Bernardsville, Blauvelt, Bloomfield, Boonton, Cedar Grove, Cedar Knolls, Chatham, Denville, Dover, East Hanover, Elmwood Park, Englewood Cliffs, Essex Fells, Fair Lawn, Far Hills, Flanders, Florham Park, Franklin, Franklin Lakes, Glen Ridge, Glen Rock, Hackensack, Hoboken, Hopatcong, Jersey City, Lake Hiawatha, Lake Hopatcong, Little Falls, Little Ferry, Livingston, Long Island City, Madison, Maplewood, Mendham, Metuchen, Millburn, Montclair, Montvale, Montville, Morris Plains, Morristown, Mount Tabor, Mountain Lakes, New Providence, New York, North Bergen, Nyack, Paramus, Parsippany, Plainfield, Pomona, Pompton Lakes, Pompton Plains, Randolph, Ridgefield, Ridgefield Park, Ridgewood, Riverdale, Rockaway, Roseland, Scotch Plains, Short Hills, South Orange, Springfield, Summit, Tenafly, Totowa, Towaco, Tuxedo Park, Wayne, West Milford, Westfield, Whippany, Woodbridge, Woodside, Wyckoff
21
18
Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Planning for Businesses, Retirement Planning
Yes
Yes
Yes
No
Series 6, Series 7, Series 65, Series 66
Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity, Health
Fee-Based
$250,000
Flat Fee
.25
9,000,000,000
Yes
How are you compensated? How will I pay for your services?
How many clients do you currently manage?
Will you be the only person working with me?
What services do you provide? What are your specialties?
What financial institution(s) do you represent?
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
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Bleakley Financial Group, a registered investment adviser and separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
