Specializing in portfolio (mutual fund, stocks, bonds) investment and management to help clients preserve principal and savings. Account consolidation & re-titling. Available for public & community services presentation on investment management as well as his 2004 Sierra survival ordeal. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Frank is a Financial Advisor with RJFS.
| Website | https://clientfirst.info/ |
| Revenue | $6.4 million |
| Employees | View employees |
| Founded | 2009 |
| Address | 8070 Soquel Dr. Ste. 110, Aptos, California 95003, US |
| Phone | +1 888-688-9080 |
| Technologies | |
| Industry | Financial Services |
| Competitors | J.P. Morgan, Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, TD Ameritrade +31 more (view full list) |
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The ClientFirst Financial annual revenue was $6.4 million in 2026.
ClientFirst Financial is based in Aptos, California.
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