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Frank M

CFP®, Series 63, Series 65

Phoenix, AZ

Molinar & Co Financial Advocates

Frank Molinar is a CFP®-certified financial advisor with 39 years of industry experience, currently leading Molinar & Co Financial Advocates. His prior roles include positions at Retirement Consultants, Inc., Verus Capital Partners, LLC, and Securities America, Inc. Molinar provides pro bono financial counseling to veterans and active military members and serves as president of the Arizona chapter of the National Speakers Association, where he supports professional and aspiring speakers. Molinar & Co Financial Advocates offers investment management and financial planning services to institutional and organizational clients, including retirement plans, as well as individuals and corporations. The firm combines financial planning with portfolio construction using both passive and active strategies and is notable for its focus on retirement-plan consulting and ERISA fiduciary services.

General retirement planning Retirement income strategy Business ownership considerations College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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