Business Development Consultant
Frank Gambardella joined Financial Advocates in 2016 as a Business Development Consultant. He brings over 15 years of experience in the financial services industry. Prior to joining Financial Advocates, Frank worked as a Wealth Management Consultant for State Farm covering agents and clients located in Washington, Oregon Hawaii, N. Idaho and W Montana. His experience also includes positions working as a Financial Advisor, Financial Planning and Retirement Plan Specialist while at UBS Wealth Management as well as a wholesaler at Russell Investments. His client facing roles as well as experience supporting financial advisors and insurance agents gives him a different perspective in the opportunities and challenges in developing a holistic and efficient practice.
Frank Earned his Bachelor degree from Syracuse University and MBA in Finance from Northeastern University. Frank holds his Chartered Financial Consultant & Chartered Retirement Plan Specialist designations. He is also a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL.
Frank grew up in New York, moved to New Jersey after college and now he and his wife Annie reside in Bremerton, WA along with their two daughters Avery & Myla and their black lab Vinny. Frank Also served in the New York Army National Guard for 9 years. Frank enjoys playing golf, wood working, cooking, camping, traveling and spending time with family.
Series 7 held with LPL Financial and the Series 66 held with Financial Advocates Investment Management.
Life/Disability/Variable Insurance in WA