Frank Murillo, CFP®, AAMS®
Florida International University
Tell me more about Frank Murillo, CFP®, AAMS®?
Frank Murillo, CFP(r), AAMS(r) is a highly experienced finance professional with 16.7 years of work experience. He has a strong background in finance, having taken Finance 101 at home. Frank's passion for hard work and savings has led him to establish his career and find his footing. He is also passionate about addressing complex questions and uncertainty. As an independent financial advisor and CERTIFIED FINANCIAL PLANNER, Frank aims to engage in a fiduciary relationship that aligns financial success with a life that gives meaning beyond the office. He is currently based in Hollywood, where he is actively seeking a brief consultation.
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About
I took Finance 101 at home. Raised in a blue collar household, the values of hard work and saving for a rainy day were instilled in me from an early age. As time went on, I grew curious about the relationship between money and a “good” life. Some had both, but most didn’t.If you’re reading this, I can imagine you’ve worked hard to establish your career and find your footing. But with success comes complexity, questions, and often uncertainty. Now that you’ve worked hard to create your success, let me help make it work hard for you. Together, we’ll sort and shed light on how to best align your financial success with a life that gives you meaning beyond the office. I write a blog at www.franktheplanner.com aimed at helping you address some of these concerns, answer those lingering questions, and overall better understand your finances. As your high earning years align with the timing of important decisions and behaviors, the choices you make today will have a great impact on your not-so-distant future. As an independent financial advisor and CERTIFIED FINANCIAL PLANNER™ professional, I aim to engage in a fiduciary relationship built on trust where I act in your best interest with complete transparency.Although my office is in beautiful Coral Gables, I reside in Hollywood with my wife Melissa and five year old Belgian Malinois named Charlie. We are avid travelers, having visited twenty countries, thirty states, and five continents.Every Tuesday and Thursday I set aside time for any inquiries – just click the Calendly link in my bio to schedule some time for a brief consultation.
...See MoreWork Experience
Financial Planner | Investment Management | Avid Traveler | Sports Enthusiast | Dad & Dog Dad
Partner Managing Director
Financial Services
Frank Murillo, CFP®, AAMS®'s Professional Milestones
- Partner Managing Director (2019-06-01~): Driving strategic initiatives to foster collaboration and propel company growth.
- International Wealth Management Advisor (2009-11-01~2019-06-01): Provided personalized financial guidance, enhancing client expectations and improving overall efficiency.
Education
International Business
2002-2006Certification
Colleagues
Matt Seeman
Chief Financial Officer
Rob Mooney
Managing Partner | Chief Executive Officer
Gregory Franks
president managing partner & coo at snowden lane partners
Caesar Cepeda
Vice President Private Wealth Advisor
Tyler Catalano
Vice President | Senior Portfolio Consultant
Other Named Frank Murillo, CFP®, AAMS®
Frequently asked questions
We found 2 Frank Murillo, CFP®, AAMS®'s email addresses
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Frank Murillo, CFP®, AAMS®'s social media include: Linkedin,
Frank Murillo, CFP®, AAMS® works for Snowden Lane Partners
Frank Murillo, CFP®, AAMS®'s role in Snowden Lane Partners is Financial Planner | Investment Management | Avid Traveler | Sports Enthusiast | Dad & Dog Dad
Frank Murillo, CFP®, AAMS® works in the industry of Financial Services
Frank Murillo, CFP®, AAMS®'s colleagues are Matt Seeman,Rob Mooney,Gregory Franks
Frank Murillo, CFP®, AAMS®'s latest job experience is Financial Planner | Investment Management | Avid Traveler | Sports Enthusiast | Dad & Dog Dad at Snowden Lane Partners
Frank Murillo, CFP®, AAMS®'s latest education in Florida International University