FRANCIS P LEONARD
Frank has over thirty years of professional experience focusing on retirement planning and investment management. He has extensive experience in workplace retirement plans, supporting plan trustees with their fiduciary and investment responsibilities. Frank also works with individual plan participants to help them identify investment portfolios that satisfy their retirement objectives.
Through RetireBridge, Frank supports individuals transitioning into and living through their retirement years. He wants to ensure that retired employees who once had access to sound financial guidance through their workplace-sponsored retirement plans will continue to have access to comprehensive financial planning and investment guidance while navigating the critical transition to retirement and throughout their retirement journey.
Frank earned a Bachelor of Science degree in Business Administration from Northeastern University. He has also attained the Chartered Life Underwriter (CLU®) designation and holds the Financial Industry Regulatory Authority (FINRA) registrations Series 6, 7, 63, and 65. As a seasoned financial professional, Frank approaches the markets with a long-term view and understands the importance of monitoring global financial markets, reading extensively to identify trends in investments, stock movements, economic policy, trade, and legal changes that could affect his clients’ retirement savings.
Originally from Ireland, Frank has lived on the South Shore of Massachusetts for over thirty years. He and his wife Frances live by the water in Hull, Massachusetts, and share two grown children. In his spare time, Frank enjoys running, playing tennis, and coaching the Hull High School Boys’ soccer team.