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Frank Rizzo is the President of RetireSource Wealth Management. Frank was raised in Rochester, NY. Fortunately for him Frank decided to attend Rose-Hulman Institute of Technology in Terre Haute, IN where he met his wife Brenda of 35 years who was also attending college in the small town of Terre Haute, IN. After graduating in 1980 with his B.S. in Mechanical Engineering and Brenda with her degree in teaching, the couple headed north and settled down in Northwest Indiana where they went on to raise their two now adult sons, Justin and Jared. Frank began working after college in the steel mills while pursuing his M.B.A. from the University of Chicago. In 1987, with his M.B.A in hand, which included a concentration in finance, Frank lined up interviews in the financial services industry. On one September morning, Frank reported to work in the mills only to find out the young husband and father was being laid off. As luck would have it, Frank already had a job interview lined up for that same evening after work and accepted the job offer that same night that launched his career in the financial services industry in 1987.
For those of you that know Frank already, it is probably no surprise that Frank's career path began in Engineering. On the surface a career as an engineer and a career as a financial adviser may seem very different, but actually both are very similar in that both require strong problem-solving skills. Everyday as a Certified Financial Planner, clients and prospective clients present Frank with their own unique financial situation and trust him to dissect the information they present to him, determine and understand their risk tolerance, seek out investment options best suited to meet their individual needs, and create a plan to pursue their goals and objectives. Frank's distinction as a Certified Financial Planner, which fewer than 20% of practicing financial advisers in the the industry can claim, provides clients with the added assurance that Frank has met the rigorous standards set by the CFP Board.
Frank and his wife Brenda are members of Griffith First Christian Church in Griffith, IN and have enjoyed participating in several mission trips and disaster relief trips over the years. Frank volunteers as an advocate providing information and support to families with children with learning disabilities. Frank would like to be remembered someday for having made a difference in people's lives, for advocating against injustices, and advocating for children with learning disabilities.
Getting to Know Frank:
Favorite Food: Mexican food with a fishbowl glass of Sangria
Best piece of advice that he gives: “If your plans don't work out, don't worry God had better ones.
Favorite Holiday: Christmas
CRC conferred by InFRE®.
