Frank Loscalzo, Ph.D., CLU®, ChFC®
Frank Loscalzo has been in the financial services industry for over 45 years. As a Special Agent with National Financial Network, and its predecessor firms for 25 years, he serves hundreds of clients with a commitment to superior ethical standards. Prior to starting a financial planning practice, Frank was a Vice President at Citibank as Director of Marketing for Insurance at New York’s 250 branches.
Frank’s dedication to the profession and his clients is evident through his membership in organizations that encourage a commitment to superior ethical standards. Frank earned his Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations from the American College in 1991, awards received by only a small percentage of all life insurance and financial services advisors worldwide. He is a member of the Society of Financial Service Professionals and a voluntary participant in PACE, which requires 30 hours of continuing education every two years to maintain the above designations.
Registered Representative & Investment Advisor of Park Avenue Securities
Frank is also a member of the Bergen County Estate Planning Council and the Greater New Jersey Estate Planning Council. He received his B.A. in Mathematics from Williams College. In addition, Frank acquired his MS and Ph.D. in Computer Sciences from the University of Wisconsin. An avid runner, Frank has completed numerous in 10kms and half-marathons for over 25 years. Frank lives in Montvale, New Jersey, with his wife, Carol.