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Frank Teng, MBA, CFP®

Director of Wealth Management
Phone: (949) 464-8650
fteng@modernwealth.com

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.

EXPERIENCE

Frank began his career as a Financial Advisor at American Express Financial Advisors (now Ameriprise Financial) where he developed comprehensive financial plans for his clients.  He later joined The Ayco Company, a Private Wealth Management division of Goldman Sachs, which specializes in working with senior executives of Fortune 500 companies and other high net worth individuals and families.  In his role as an Executive Financial Planner, Frank developed an expertise in creating tax efficient investment portfolios, maximizing employee benefits, building stock option strategies, planning for retirement as well as estate planning and wealth transfer to the next generation.  Frank was later promoted to a supervisory role as a Regional Director in which he oversaw the work of other advisors, providing training and guidance on delivering fair and objective recommendations to the firm’s clients. His areas of experience include investment management, retirement planning, risk management and tax and estate planning.

EDUCATION

Frank received his bachelor’s degree from the University of California, Los Angeles (UCLA), where he majored in Economics.  He received his Master of Business Administration (MBA) degree from the USC Marshall School of Business, graduating with honors as a member of Beta Gamma Sigma.  He continued his professional education by acquiring the CFP® certification.  In addition, he holds multiple securities licenses, including Series 7, 63, 65 and 24.  He also possesses a California Insurance License (#0C12520).

COMMUNITY INVOLVEMENT

Frank has been actively involved in his church for over 25 years.  He has served as a high school youth counselor as well as mentored several young men from the church.  He currently enjoys teaching the 10th grade Sunday School class.

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.

PERSONAL LIFE

Frank resides in Seal Beach, California with his wife and three sons.  His family enjoys traveling to Hawaii and taking advantage of their Disneyland annual passes.  Frank is a photography enthusiast and enjoys playing basketball in his spare time.