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Meet Our Founder
Frank Iozzo, CPWA®
Frank began his career as a financial advisor because of the financial struggles his family endured growing up. Over his 13 years in wealth management at large and small firms, Frank saw the shortcomings of the industry and knew that there was a better way to serve clients. Not wanting anyone else to have to go through those struggles and recognizing that most financial companies don’t put their clients’ interests before their own, he took the step to start FMI.
Blog Highlights
Read a few of our hottest blogs.
When to take
Social Security
Should You Pay Off
Your Mortgage Early?
How to Maximize your Employee Incentive Stock Plans
Four considerations, including
one no one talks about
Five reasons why it may
not be best
Make the most of company
incentive stock awards