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Neal Frankle  

With more than twenty-five years of experience in the financial services industry.

Neal Frankle offers a unique, 12-Step recovery like approach to financial planning that has achieved impressive results with clients whose financial lives are imbalanced and out of control, helping them to protect and grow their hard-earned assets and make intelligent decisions about their money. Neal has delighted audiences with his motivating presentations, challenging participants to understand impact emotions play on how we manage out financial lives and empowering them to break through these hurdles with powerful insight and strategies. "I have spent countless hours talking to thousands of people about their money," says Neal. "I've known people who earned over $1 million per month and were miserable because they didn't feel they had enough-and I've known garbage collectors who were delighted with and grateful for everything they had." An active member of the International Association for Financial Planning, Neal has a Bachelor's in Accounting from the California State University San Diego, where he graduated with highest honors. He holds the Certified Financial Planner designation (CFP®), is registered with the SEC and currently manages over $100 million in assets. Neal has lectured widely on financial topics at Mission College and College of the Canyons, and his Retirement Investing class has been widely attended in the Los Angeles area. He has been quoted in the Los Angeles Times, Financial Planning magazine, Investment Advisor magazine, the Chicago Tribune, Consumer Reports, Fit Body, Home & Garden, the New York Post, CNN and Registered Rep magazine. He is a featured columnist for Recovery Living magazine, a mainstream lifestyle magazine for all people in recovery launching in early 2009.


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