Frank Deluca, CAS, CIS™, CFS™ serves as a Financial Advisor at Financial Resources Federal Credit Union, available though CUSO Financial Services, L.P. (CFS)*. Frank has over 20 years of experience in the financial services industry and has managed and continues to assist clients with retirement income planning, investment management and tax-efficient estate planning needs.
Frank received his B.S in International Business/Management Science and also received his MSFS, Masters of Science and Financial Service. Frank is licensed in life and health in New Jersey and has obtained his FINRA Series, 7, Series 65 and Series 63 securities licenses. Frank is experienced in all aspects of financial services, including life insurance, retirement and annuities. He has strong interpersonal, analytical, and communication skills that allow to establish deep connections with clients to help them achieve their financial goals.
Areas of Focus
- Wealth Management
- Retirement Planning for 401(k)/403(b) and Rollover Options
- IRAs
- Employment Transition
- Financial Planning
- Portfolio Analysis