People I Like Helping

Retired & semi-retired people

Neal helps people create reliable investment income they can count on. This way they can enjoy all they've worked so hard to achieve

Divorced & Widowed

People experiencing abrubt changes in their lives often find themselves in financial turmoil. Neal specializes in helping people in this situation put their finances on track so they can have the security and freedom they really want.

Business owners & highly paid employees

Self-employed people and highly paid employees work with Neal to put a plan in place to make work optional down the line.

People planning their retirement

If you want assistance planing your future, look no further. Neal has been helping people do that more than 30 years. He often finds that slight shifts can make a huge difference for his clients.

My Story...

I know what it's like to have financial trouble. Both my parents passed away while I was still in High School. I took a tiny insurance settlement to a financial advisor. Rather than help me grow it safely to help me get through college, he churned and burned the account.It was horrible.

But this experience made a deep impact on me and helped me really understand what it's like to be in a tough situation with limited resources and almost no financial understanding.

This motivated me to help others by developing a top-rate financial planning firm offering clients a comprehensive range of investment and financial planning services that are customized to clients' needs.


FAQ Lists

    Who would benefit from a meeting with Neal?

    Anyone looking for an unbiased objective evaluation of their current financial situation to make sure they are on track to achieve their goals. Anyone with an IRA, 401K, TSA, or…

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    What is Neal’s background?

    I know what it's like to be on your side of the table. At age 17, I was in a very frightening financial situation. Both my parents passed away while…

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    How do I schedule a time to visit with Neal?

    Call the office at 818-889-6700 x 1 or click here to schedule a complimentary no obligation initial consultation. Phone, Skype or office meetings can easily be arranged to fit your schedule.

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    Why use a CFP for Financial Planning?

    All financial planners are not the same. First, as a CFP, I have a fiduciary standard I must adhere to. That means I must be honest, deal fairly and put…

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    I already have an advisor. Why meet with Neal?

    Many of the people I work with already have another advisor. They speak with me anyway because they aren't sure their advisor is really doing all they can in the…

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    Is Neal limited to specific investment companies?

    Is Neal limited to specific investment companies? No. I built my firm precisely to get away from this problem. When I worked for a major financial institution in Los Angeles, I felt pressured to sell investments my…

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Meet Neal

Neal Frankle is dedicated to making sure his clients and their families don't experience unnecesary financial pain.

Read Neal's story

The Mission

Neal Frankle CFP(R) helps people arrange their finances so they can fully enjoy life and stop worrying about money.

Case studies

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