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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| OnePointBFG Wealth Partners | Partner | Mar 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 Mutual | Wealth Management Advisor | Dec 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 Mutual | College Intern | Apr 2003 to Dec 2003 | — |
| Merrill Lynch | College Intern | May 2002 to Apr 2003 | — |
Education
Montclair State University
Bachelor’s Degree, Business; Finance
1999 — 2003
Passaic Valley High School
1995 — 1998
Skills & Expertise
Others at Bleakley Financial Group, LLC (12)
| Name | Role | Location |
|---|---|---|
| Investment Research and Planning Analyst | Chatham, NJ , United States | |
| Partner | Fairfield, NJ , United States | |
K Kevoi Walters | Senior Investment Research and Planning Analyst | Lincoln Park, NJ , United States |
M Michael Axelrod | Managing Partner | NJ , United States |
| Senior Planning and Investment Analyst For Andy Schwartz | New York, NY , United States | |
| Partner | Miami, FL , United States | |
| Senior Planning and Investment Analyst | New York, NY , United States | |
| Senior Investment Research and Planning Analyst | New York, NY , United States | |
| Chief Investment Officer | New York, NY , United States | |
| Partner | Parsippany-Troy Hills, NJ , United States |
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| Managing Partner | Circle Wealth Management, LLC | New York, NY , United States | |
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K Ken Rubin | Vice President-Investments | Hennion & Walsh Asset Management, Inc. | Delray Beach, FL , United States |