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Frank B

Series 63, Series 65

Jupiter, FL

SPC

Frank Barrella is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Sigma Planning Corporation and Sigma Financial Corporation since 2016. Barrella is also the president and owner of Franklin Capital Management, where he focuses on investment and insurance planning. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through Fidelity custodial accounts.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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