Frank Teng, MBA, CFP®
Director of Wealth Management
With nearly 20 years of experience in the wealth management industry, Frank is dedicated to providing comprehensive, objective financial advice to his clients. He works with affluent families, small business owners and successful professionals, with a particular interest in families with special needs children. Holding both the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation and an MBA, Frank brings a unique blend of strong business acumen and technical financial planning skill in helping his clients achieve their long-term goals. Frank seeks to help his clients build real wealth that is not focused solely on dollars and cents. By providing the experience needed to efficiently manage a client’s overall financial picture, Frank is able to free up his client’s time to pursue the truly meaningful things in life. Whether that means spending more quality time with their spouse or children, focusing on personal or career growth or even engaging in their favorite hobbies, a client’s true wealth comes from being able to spend their valuable time doing the things they were meant to do, not worrying about their financial future. Frank is committed to being a trusted advisor that helps his clients and their families experience true wealth.
Frank also volunteers at his son’s elementary school as part of Kids Involved with Dads at School (KIDS), a program designed to emphasize positive male role models, reduce bullying and provide additional emergency and security support on campus. As a parent of a special needs child, Frank is also actively pursuing charitable opportunities in advocacy groups and providing financial education to families in similar life situations.
Frank is a member of both the UCLA and the USC Marshall School of Business Alumni Associations. He is also fluent in Mandarin Chinese.