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 is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.
For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.
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.
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.* 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 Bleakley Financial Group,
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 Grant
Senior Investment Research & Planning Analyst (LPL Registered Administrative Associate)
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
Associate Director of Investment Research (LPL Registered Administrative Associate)
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 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.
Danielle Demio
Client Service Associate
General Information |
Firm Start Year: | 1985 | |
No. of Employees: | 100-499 | |
Insurance License#: | CA License #0F11615 |
Name of Broker/Dealer: | LPL Financial |
Name of Custodial Firm: | LPL Financial, Charles Schwab, Pershing, and Fidelity |
Number of Years with Current Firm: | 18 |
Advisory Services Provided: | Investment Advice & Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Insurance Products & Annuities, Financial Planning, Retirement Planning, Portfolio Management, Wealth Management, Financial Planning for Businesses |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability |
Firm Information |
Assets Managed by Firm: | 9,000,000,000 |
Compensation and Fees |
Fee Structure: | Fee-Based |
Minimum Portfolio Size for New Managed Accounts: | $250,000 |
Compensation Methods: | Flat Fee |
Minimum Fee Charged for Managed Accounts: | .25 |
Board Positions |
Organization : | Montclair State University, Montclair |
Position : | Advisor |
Duration : | 01-01-2008-Present |
Education |
Bachelors of Science - Business | Montclair State University
09/01/1999-05/01/2003 |
FAQs |
How are you compensated? How will I pay for your services?Asset Based or Flat Fee |
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 |
What services do you provide? What are your specialties?Financial Planning, Estate Planning, Retirement Planning, College Planning, Insurance Planning |
What financial institution(s) do you represent?Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial. |
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 |
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. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Mon. | 9:00 AM - 5:00 PM |
Tue. | 9:00 AM - 5:00 PM |
Wed. | 9:00 AM - 5:00 PM |
Thu. | 9:00 AM - 5:00 PM |
Fri. | 9:00 AM - 5:00 PM |
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 |