Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Frank L
CFP®, Series 66
San Francisco, CA
OSAIC
Frank Lavin II is a CFP® with eight years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he worked with Securities America Advisors and Securities America, Inc. for six years. He is also an owner and partner of Columbus Advisors, a California general partnership. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm utilizes a variety of proprietary tools and third-party solutions to construct diversified portfolios and offers integrated brokerage, advisory, and financial planning services.
Frank L
CFP®, ChFC®, Series 66
San Francisco, CA
OSAIC
Frank Lavin is a financial advisor at OSAIC based in San Francisco, CA, holding the CFP® and ChFC® designations with 39 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, Lavin has served as a past president and board member of the Salesian Boys' and Girls' Club and participates in community organizations including the Sts. Peter and Paul Church Parish Council and the Fishermen and Seamen's Memorial Chapel. OSAIC serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, providing a range of brokerage and advisory services supported by integrated technology and third-party platforms.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters