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Francis Z
CFP®, Series 66
Albany, NY
OSAIC
Francis Zovistoski is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with OSAIC and previously worked at Securities America Advisors, Securities America, and Securities Service Network. He is also a partner at UHY LLP and serves in multiple management roles at related UHY entities. Outside of his advisory work, he holds board and committee positions with the Double H Ranch nonprofit and Eastern New York Angels, where he participates in business guidance and governance oversight. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services, utilizing tools such as asset-allocation models, risk assessments, and third-party managed accounts to construct portfolios across a variety of asset classes.
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