wiseradvisor

Frank Lepore
Bleakley Financial Group

Tel: (973) 244-4237
100 Passaic Avenue
Suite 300
Fairfield, NJ 07004

A Focused Mission from a Trusted Partner

Bleakley Financial Group | Financial Advisor in Fairfield ,NJ

About Bleakley Financial Group

Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation.

Specialized Teams and Individual Attention

We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low.

Comprehensive Financial Planning and Wealth Management

We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan.

Culture of Client Service Excellence

Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.


General Information

Firm Start Year:   1980
No.of Employees:   100-499
Name of Broker/Dealer:   LPL Financial
States Licensed in:   all States
Number of Years with Current Firm:   18


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Health, Life, Long Term Care, Variable Life, Variable Annuity


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Flat Fee
Minimum Fee Charged for Managed Accounts:   .25
Minimum Fee Charged for Hourly Planning Accounts:   1.50


Board Positions

Organization:  Montclair State University  Montclair
Position :  Advisor
Duration :  01-01-2008-Currently holding



Faqs

  • What services do you offer? Financial Planning, Estate Planning, Retirement Planning, College Planning, Insurance Planning
  • How many clients do you currently manage? approximately 300
  • Will you be the only person working with me? Yes with the support from my team members
  • How are you compensated? How will I pay for your services? Asset Based or Flat Fee
  • Have you ever been charged with any breaches? NO
see more

Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MN, MT, NC, ND, NE, NJ, NH, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, SC, SD, UT, VA, VT, WA, WI, WY

Frank Lepore

Frank Lepore

CLTC

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve.

Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.

My Team

Joshua L. Lewis -
Joshua L. Lewis - Financial Advisor
Josh Lewis began his financial career in 2013, marking him as one of the vital relative newcomers to a field that desperately needs them.* Joshs 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 Bleakley Financial Group, Josh worked as a financial advisor for Northwestern Mutual. He is ...more

Dimitri  Grant
Dimitri Grant Senior Investment Research & Planning Analyst
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
Anthony Holden Associate Director of Investment Research
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 ...more

Cara Pasternak
Cara Pasternak Client Service Assistant
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.

Michael  Wasik
Michael Wasik Investment Research & Planning Analyst
Mike joined Bleakley in June 2018 and currently serves as an investment research and planning analyst. He is responsible for fund research, portfolio analysis, drafting investment proposals, and preparing retirement and education analyses. Mike graduated Summa Cum Laude with a BS in Business Administration with a concentration in Finance from the Feliciano School of Business at Montclair State University. Outside of the office, Mike is an avid sports fan who enjoys fitness, reading, and spendin ...more

Hritesh Regmi
Hritesh Regmi Investment Analyst
Hritesh joined Bleakley as an intern in November 2018 and currently serves as an investment analyst. He is responsible for investment research, portfolio analysis and proposals, trades, and retirement and education analyses. Hritesh graduated with a Master in Business Administration from Caldwell University in May 2019. Outside the office, Hritesh is a soccer enthusiast. He also enjoys travelling. Hritesh was born and raised in Nepal.

Dahlia  Ahmed
Dahlia Ahmed Client Service Associate

Danielle Demio
Danielle Demio Client Service Associate

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

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