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Frank Lepore, CLTC
Bleakley Financial Group

Tel: 973-244-4237
100 Passaic Avenue
Suite 300
Fairfield, NJ 07004
Bleakley Financial Group | Financial Advisor in Fairfield ,NJ

A Focused Mission from a Trusted Partner


About Frank Lepore

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.


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.

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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

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

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Faqs

How do you charge for your services?

Financial Planning, Estate Planning, Retirement Planning, College Planning, Insurance Planning

How are you compensated? How will I pay for your services?

approximately 300

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Yes with the support from my team members

How many clients do you currently manage?

Asset Based or Flat Fee

Have you ever been charged with any breaches?

NO

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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

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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
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