Frank Legan is a Cleveland-based author, and Financial Advisor with SEIA. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, business owners, artists, families and retirees. He focuses on lifetime income planning strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies.
Frank holds a B.A. from the University of Dayton and a master’s degree from Cleveland State University. Frank has been in the wealth management business for over 20 years, maintaining a successful independent private practice.
Frank has been active in his community as he served four terms as a Council Representative at Large for the City of Highland Heights. He is also a former Board Member and Emeritus Chairman for Catholic Charities Diocese of Cleveland.
The views, opinions, and content expressed in this book are solely those of the author and do not reflect the views, policies, or positions of SEIA. The author’s work on this book is entirely independent and was undertaken in a personal capacity. This publication is not sponsored, endorsed, or affiliated in any way with SEIA. All references to financial topics in this book are based on the author’s own research and do not constitute financial advice from SEIA. The information provided in this book is for general informational purposes only and should not be construed as personalized investment advice. For tailored financial advice, readers should consult a professional advisor directly.