emersongroup client thoughtleader Neal Frankle was recently featured in the Wall Street Journal’s “Voices” section — a regular column that spotlights financial advisors.
A Certified Financial Planner with more than 25 years of experience, Neal discussed what financial advisors should do if they believe a client is being taken advantage of by a family member. “We have a responsibility to put our clients’ interests first,” said Neal.
Neal Frankle is the founder of Wealth Resources Group in Los Angeles. He blogs regularly at his site, wealthpilgrim.com, and has written for publications such as US News and World Report, The Huffington Post, Forbes, Business Insider, MSN Money, Fox Business, Yahoo, and Credit.com.
Ken, this would never have happened without you and your world-class staff. especially Lauren. Your company is unmatched. Thanks guys!