Find your "Risk Number" by taking a fun quiz using our "Riskalyze" tool which will calculate the risk of your portfolio and compare it to your personal risk number. Most people are surprised to find out that they are taking too much risk compared to what they need to achieve their goals. We are a Registered Investment Advisor (RIA) acting as a fiduciary.
The word "fiduciary" means "in your best interests". We sit on the same side of the table as you. For example, we get paid more when your account increases and less when it decreases. Unlike some financial advisors, we are not allowed by law to earn a commission by selling you any security, e.g, "load" mutual fund, non-publicly traded REIT, or variable annuity.
The word "fiduciary" means "in your best interests". We sit on the same side of the table as you. For example, we get paid more when your account increases and less when it decreases. Unlike some financial advisors, we are not allowed by law to earn a commission by selling you any security, e.g, "load" mutual fund, non-publicly traded REIT, or variable annuity.
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Dr. Frank has been an educator all his life. He has a B.S., Ph. D. in chemical engineering from Northeastern University and a M.S. in the same discipline from the University of Michigan. He started teaching while he was still in graduate school working on his Ph. D. at Northeastern University.
He launched Pelican Wealth Advisors (PWA) in 2008 after taking early retirement from Mobil Oil Corporation (now ExxonMobil) where he was head of Risk Management for 10 years.His risk management expertise, which was "well-honed" in the corporate world, is now being applied to quantifying and mitigating financial risks faced by his clients.
He launched Pelican Wealth Advisors (PWA) in 2008 after taking early retirement from Mobil Oil Corporation (now ExxonMobil) where he was head of Risk Management for 10 years.His risk management expertise, which was "well-honed" in the corporate world, is now being applied to quantifying and mitigating financial risks faced by his clients.
D., also known as Dr. Frank", is the founder of Pelican Wealth Advisors, LLC, which is a "fee-based" asset management Registered Investment Advisor firm located in Bonita Springs, Florida. Frank has a Ph. D. in engineering and was a college professor in his early career.
He has more than 35 years of experience in business and finance, including 10 years as head of Risk Management for one of the largest corporations in the world and 11 years as a portfolio manager.Frank, as his clients call him, founded Pelican Wealth Advisors, LLC in order to apply his extensive risk management expertise to help people manage retirement risks in ways that are not tied to large investment houses.
He has more than 35 years of experience in business and finance, including 10 years as head of Risk Management for one of the largest corporations in the world and 11 years as a portfolio manager.Frank, as his clients call him, founded Pelican Wealth Advisors, LLC in order to apply his extensive risk management expertise to help people manage retirement risks in ways that are not tied to large investment houses.
Investment advisory services offered through Pelican Wealth Advisors, LLC (PWA). Insurance services offered through Pelican Financial Group, Inc. Past performance may not be indicative of future results.
Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Advisor) made reference to directly or indirectly by Advisor in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).
Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Advisor) made reference to directly or indirectly by Advisor in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).
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