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Frank Lepore

Frank Lepore

Partner at Bleakley Financial Group, LLC

Franklin Lakes, NJ , United States

About

Frank Lepore is a Partner at OnePointBFG Wealth Partners, based in Franklin Lakes, NJ. In this role, he specializes in comprehensive wealth management, focusing on developing tailored financial plans for clients that range from current asset management to long-term preservation and legacy planning. His responsibilities include strategic financial advice, investment portfolio construction, and holistic retirement planning for individuals, families, and business owners.

Frank’s investment expertise spans key sectors such as equities, fixed income, and retirement assets, with a particular emphasis on asset protection, estate planning, and financial independence strategies. He collaborates closely with clients to address a broad spectrum of needs, leveraging his depth of knowledge and industry experience to optimize portfolio risk and growth, and navigating complex financial scenarios.

Frank began his notable career in wealth management as a College Intern at Northwestern Mutual in 2003, progressing to Wealth Management Advisor at the same firm where he advised clients for over a decade. He earned his Bachelor's Degree in Business/Finance from Montclair State University and holds a strong reputation for building enduring relationships through professional guidance. His contributions are marked by his commitment to client education and long-term financial success within the investment industry.

Career History

OrganizationRoleDate RangeDetails
OnePointBFG Wealth PartnersPartnerMar 2015 to Present
•Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners. Third party po...
Northwestern MutualWealth Management AdvisorDec 2003 to Feb 2015
Frank Lepore advised and addressed client's financial needs while building a relationship to offer a great working environment for his clients.
Northwestern MutualCollege InternApr 2003 to Dec 2003
Merrill LynchCollege InternMay 2002 to Apr 2003

Education

Montclair State University

Bachelor’s Degree, Business; Finance

1999 2003

Passaic Valley High School

1995 1998

Skills & Expertise

Wealth Management
Strategic Communications
Financial Planning
Investments
Management
Finance
Financial Advisory
Retirement
Securities
Customer Service
Microsoft Office
Leadership
Microsoft Excel
Insurance
Estate Planning
College Education Planning
Life Insurance
Strategic Planning
Banking
Financial Services
Microsoft Word
Marketing
Services

Others at Bleakley Financial Group, LLC (12)

NameRoleLocation
Charles Young
Charles Young
Investment Research and Planning AnalystChatham, NJ , United States
Jon Betlow
Jon Betlow
PartnerFairfield, NJ , United States
K
Kevoi Walters
Senior Investment Research and Planning AnalystLincoln Park, NJ , United States
M
Michael Axelrod
Managing PartnerNJ , United States
Skyler Schlesinger
Skyler Schlesinger
Senior Planning and Investment Analyst For Andy SchwartzNew York, NY , United States
Drew Besonson
Drew Besonson
PartnerMiami, FL , United States
Jesse Levitt
Jesse Levitt
Senior Planning and Investment AnalystNew York, NY , United States
Khagendra Kattel
Khagendra Kattel
Senior Investment Research and Planning AnalystNew York, NY , United States
Peter Boockvar
Peter Boockvar
Chief Investment OfficerNew York, NY , United States
Richard Wright
Richard Wright
PartnerParsippany-Troy Hills, NJ , United States
Showing 1-10 of 12 team members

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