Frank A. Virgallito,  CFP<sup>&reg;</sup> - Financial Advisor

Frank A. Virgallito, CFP®

Arktos Wealth Management

3436 N Verdugo Rd, Ste 210
Glendale, CA 91208
(818) 249-4984

General

Frank Virgallito is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Arktos Wealth Management in Glendale, CA and the surrounding communities.

Financial Advisor Overview

The primary objective of our practice is to interpret the needs and goals of our clients so we can provide unbiased and objective financial advice and/or services that exceed expectations. We listen to our clients’ concerns and review their changing needs to solidify a life-long solution and strategy that accommodates their situation. We speak in layman’s terms so our clients can clearly understand their financial plan. We encourage open dialogue and support full transparency of fees, processes, and performance measures. We help our clients understand the difference between emotional and disciplined investing. It is paramount that our clients understand and embrace the concept of “risk” and “time horizon.” Our implementation process matches ‘needs and goals’ with a disciplined investment strategy while attempting to mitigate potential risks. We work with independent professionals in each respective area of the financial planning process to provide the highest level of concierge service expected. It should be noted that we operate independent of any proprietary product or service, thus ensuring appropriate investments and/or services are matched to each client, and not the other way around.

More

Financial Advisor Experience

Frank Virgallito is a CERTIFIED FINANCIAL PLANNER™ professional who comes from a diverse background of consulting non-profit organizations on federal grant projects and teaching adult school. In 1998, Frank was the principal grant writer and administrator for Community Partnership Development Corporation–a nonprofit organization. Frank personally secured more than $3.2 million in federal and private sector grant money to coordinate the FBI, LAPD, LAUSD, and District Attorney’s office of Los Angeles to target and prosecute drug gangs, start a high school dropout recovery program in East Los Angeles, open a Neighborhood Network computer center, and rebuild housing in poverty areas throughout Los Angeles. In 2001, he started practicing as a credentialed teacher with LAUSD’s adult education. In 2003, Frank founded his own nonprofit consultancy to assist other nonprofits with the complexities in managing and fulfilling their own federal grant programs. Early success with grant partners and the nonprofit industry led him into the profession of providing sound advice on managing money and how to mitigate risk. Frank takes a holistic approach to the financial planning process in addition to helping clients formulate realistic expectations to align with their goals. As a CFP® practitioner, Frank follows the Financial Planning Practice Standards defined by the CFP® Board. Frank graduated with a BS degree in Business Administration from California State University, Los Angeles, and completed the Certified Financial Planning curriculum through Boston University’s Institute of Finance. Professional designations include FINRA licenses 7, 63, 65; insurance licenses of life, health, disability, and CFP®. Frank is married, has two children, and resides in his hometown of La Crescenta-only minutes from his office. He lives by the mantra, “A family that plays together stays together.” The Virgallitos enjoy an active lifestyle of camping, boating, traveling, and hiking.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CA Insurance License#: 0E89037

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Securities offered through Securities America (SA), Inc. Member of FINRA/SIPC. Advisory services offered through SA Advisors, Inc. Arktos Wealth and the SA companies are separate entities. This site is published for residents of the U.S. and is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inqui

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Real Estate, Retirement, Stocks & Bonds, Startup, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources