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Frank Capriotti | Senior Financial Advisor

CUSO Financial Services, L.P

FrankCapriotti@CitadelBanking.com
(800) 666-0191 Ext. 7283
Fax: (610) 466-6432
Assistant: Derrick Arnold

“As a dedicated Senior Financial Advisor, I strive to deliver honest and objective advice. I am able to do this by defining my client’s needs, wants and long-term goals then forming a customized plan around these defined items. I look for opportunities to help educate my client on the financial planning process and to offer a variety of options to help them reach their end goal. As a CFP® professional with 10 years of securities industry experience, I have worked on all types of financial situations. Whether a client needs help with the proper asset allocation for their retirement account or wants to discuss estate planning strategies, I will make sure to diligently review the situation and use my experience to try to ensure the best plan is in place to help secure my client’s financial future.”

Frank is a graduate of Widener University and has Master of Business Administration, Widener University.




Coverage includes East Norriton, West Norriton, Warminster, Lansdale and Springfield offices.

Series 6 Investment Company Representative
Series 7 General Securities Representative
Series 63 Uniform State Law
Life/Accident and Health Insurance Licensed in PA
CERTIFIED FINANCIAL PLANNER™**

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.

For specific tax advice please consult a qualified tax professional.
 


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