Frank Locatell, MBA, CFP®

Financial Wellness Coordinator

Frank is a Financial Wellness Coordinator with Fiduciary Investment Advisors, LLC (FIA), and brings more than 30 years of financial services experience to the role. Frank has been a Certified Financial Planner™ professional since 1997, focusing on personalized family, investment, and retirement financial planning, most recently with Transamerica Retirement Solutions for ten years. Frank is based at his home office in the Hudson Valley in New York.


  • Syracuse University, BA
  • Marist College, MBA

Personal Interests

Sharing proven ideas to help people plan for their comfortable retirement