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Meet Our Founder
Frank Iozzo, CPWA®
Hi, I'm Frank! I began my career as a financial advisor because
of the financial struggles my family endured growing up. In my 15
years in wealth management at firms large and small, I saw the
shortcomings of the industry and knew that there was a better
way to serve clients. I started FMI pledging to always put my
clients' interests before my own, and I'm proud to know that my
life's work is bringing financial peace of mind to my clients.
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