Frani Feit, CFP®
Advocacy Committee Director
The quote goes that “Life is what happens when you are busy making other plans.” When my husband died of a cardiac event at age 44 leaving behind two young children and a professional practice, I found this saying to be all too true. My Financial Planning/Investment passion and career were born in the spirit of helping individuals balance their dreams with life’s realities.
ACM is a Registered Investment Adviser which means we are bound to a "fiduciary standard:" putting the needs of our clients above our own. We do not sell products; we listen, we ask questions and we help you prioritize and organize your financial life. We provide a process, create a plan and manage your investments to help you achieve these goals. Our clients have direct access to truly unique, customized investment portfolios. I can help you create the most comprehensive financial plan, but without the appropriate investment strategy to support it, the plan has no long term value.
Past experience in Public Accounting-tax and audit; Administering Pension Plans for both corporate and individual clients.
Specialties: Comprehensive Financial Planning and Investment Management for individuals wishing to take control or gain a clearer understanding of their financial lives. Life transitions, including divorce and death.