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Frank D
ChFC®, Series 63
Melville, NY
Coordinated Planning Group, Inc.
Frank Delape is a financial advisor with Coordinated Planning Group, Inc. in Melville, NY, holding the ChFC® designation and Series 63 license. He has over 18 years of industry experience, including roles at Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advisory services, he is also the proprietor of an insurance brokerage focused on life insurance sales. Coordinated Planning Group serves a select group of high-net-worth individuals and business entities, providing portfolio management, financial planning, and adviser selection services. The firm uses written investment policy statements and eMoney planning tools under a fiduciary standard, primarily managing assets on a non-discretionary basis and implementing strategies through third-party managers and affiliated broker-dealers.
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