Frank Marrone, CFP®, CRPC®

Frank began his second career as a financial advisor in 2005 with a major financial services firm, where he won numerous awards. Frank holds the Series 7 and Series 66 securities licenses, as well as the Group 1 (all lines insurance) license and has attained the CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor designations. In March 2010 Frank left that firm to join the independent Houston investment firm Sunbelt Securities, Inc. Established and based out of the Houston Galleria since 1989, Sunbelt maintains an objective, non-proprietary platform which allows Mr. Marrone to provide his clients a much broader and unbiased array of insurance products and traditional and alternative investment products to meet their financial goals.

Frank has a Bachelor’s degree in Geophysical Engineering and a Master’s degree in Economics from the Colorado School of Mines. His prior business experience spans more than 20 years in oil and gas exploration and development, software and systems design, and marketing and business development.

“I achieved many of my goals because of the great advice I received and as a result, I’m a firm believer in the value of comprehensive financial planning. I am pleased to be able to work closely with each of my clients in the same way, building a comprehensive plan tailored to their specific needs, goals and priorities.” Frank’s clients include attorneys, engineers, senior management and small business owners who share common goals of providing for their families and managing risk with the goal of achieving financial independence.

Frank has been named a Five Star Wealth Manager for the Houston region for 2012, 2013 and 2014. This select group represents less than 3 percent of the wealth managers in the Houston region, as featured in Texas Monthly magazine.

Frank and his wife Jeannie live in the Fulshear area, and enjoy riding their bikes on the roads around Katy and Fulshear and in the Texas hill country, travel and sightseeing, watching movies and relaxing at home with their dogs. Frank is a member of the Financial Planning Association and is actively involved in the Houston FPA chapter, serving as a board member, doing pro bono counseling and speaking to groups about financial planning.

 

Frank Marrone
5065 Westheimer, Suite 600 | Houston, Texas 77056
frank.marrone@sunbeltsecurities.com | www.sunbeltsecurities.com/frank.marrone | Phone: (832) 460-6934
Securities Investor Protection CorporationNational Financial
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