Frawley Financial, CFP®, CPA, MBA, PLLC in Naples, Florida provides the best Financial Planning, Wealth Management, Individual and Business Tax preparation and Planning, Financial Advising, Retirement Planning, Education Planning, Insurance Planning, Employee Benefit Planning, Investment Planning, and Estate Planning.
Is your Financial Plan on par with your life goals? Are your investment portfolios on track with your retirement plans?
At Frawley Financial, we recognize the difficulty in choosing a competent Certified Public Accountant (CPA) and Certified Financial Planner™ (CFP®) that you feel comfortable speaking with both candidly, and confidently. We understand the value of developing strong, lasting relationship, and appreciate the importance of building trust.
As a Certified Financial Planner™ I provide Insurance, Education, Investment, Retirement, Estate, and of course, Tax Planning. As your CPA and CFP®, I leverage these skill sets to streamline your financial service needs, saving you time and money, while giving you peace of mind
At Frawley Financial Services, CFP®, CPA, MBA, PLLC, we understand the value of not only providing excellent client service, but also developing strong, lasting relationships. We understand and appreciate the importance of building trust, and recognize the difficulty in choosing a competent CPA and Certified Financial Planner™ (CFP®) that you feel comfortable speaking with both candidly, and confidently. Our goal is simple. We want to provide the best financial planning and accounting services possible. In order to do that, a thorough understanding of both our clients and their businesses (as applicable) is essential.
Whether you are a young family looking to purchase an investment property, while saving for your children's education, a professional expanding her practice and building wealth, or a retiree seeking to transfer wealth, while minimizing gift and estate taxes, I’m able to help you every step of the way with unmatched personal, friendly, and professional service. As your CPA and Certified Financial Planner™, I will help you achieve your financial goals, while minimizing your tax burden.
As a Certified Financial Planner™ I provide Insurance, Education, Investment, Retirement, Estate, and of course, Tax Planning. As your CPA and CFP®, I leverage these skill sets to streamline your financial service needs, saving you time and money, while giving you peace of mind. I work with different attorneys to incorporate the necessary legal aspects of your financial plan, and I never accept referral commissions. Take a moment to read my Planning Philosophy-PLAN. ADAPT. RELAX.™ -as well as the details of the Financial Planning Process that follow.
Although many advisors call themselves “financial planners”, only CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. While there are many financial advisors to choose from, only about 20% are Certified Financial Planners™. In addition, less than 10% of all CFPs® are also CPAs. I'm one of only about 7,600 professionals nationwide that are both a licensed Certified Financial Planner™, and Certified Public Accountant. I also hold dual Master's degrees- MSA (Accounting), and a MBA.
Hi, I'm Doug Frawley, welcome to my page, and thanks for stopping by! Choosing a competent CPA and Certified Financial Planner™ you trust and are comfortable with is a difficult task, and I fully get that. I pride myself on my integrity, and enjoy the privilege of protecting my clients' best interest as both a fiduciary, and as a dual professional.
Feel free to email me directly at firstname.lastname@example.org below, & connect with me on social media. The fastest way to reach me is by email, or calling me at: 561-571-1272.
Thank you for visiting my site, and I look forward to working with you!
We have relocated to Naples, Florida, and continue to serve our clients in Boston, New York, New Jersey, Fort Lauderdale, and nationwide, remotely. We serve the vast majority of our clients remotely, so be sure to visit My Virtual CPA, CFP® for more information. We understand the value of leveraging technology, as an important tool, and use the same industry-leading financial software as large financial institutions, and use 256-bit bank-level encryption for all file transfers.