Frank Corto

About Frank Corto

Financial success does not always simplify life. In fact, success generally increases the complexity of the decision-making process. The greater the success, the more time and knowledge must be invested in maintaining its growth, protection and ultimate distribution of your wealth.Attorneys, accountants, insurance brokers and financial planners can offer invaluable advice, but because most offer services independent of one another, it is often up to their clients to sift through the individual recommendations, evaluating each to determine which are the most appropriate and objective to attain your personal goals. The ideal solution is a wealth management firm that can help define and achieve each client’s unique, long-term goals through a comprehensive, holistic program of investments, tax planning, asset allocation, risk management, insurance, retirement planning and estate planning.Frank Corto and Corto Financial Group, LLC can help provide that solution. A single-source wealth management firm for successful physicians and business owners, CFG helps provide oversight and strategic management of every aspect of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc.

Experience

1. President Managing Partner

   Corto Financial Group, Llc

   Apr 2011 — Present

   Our firm is a Physician ONLY Financial Planning firm. We work with 15 Hospitals with the exclusive rights to a GSI -Guaranteed Standard Issue discounted disability policy including Johns Hopkins, Georgetown/Medstar, Baylor, UMMS, Geisinger, Lehigh Valley, WVU, UAB, Penn State/Hershey and more. We work also with over 28 different teaching Hospitals providing discounted physician specific disability insurance to physicians all across the country. We provide all aspects of financial planning to our Physician clients including Physician Specific Discounted Disability Insurance, Medical Student Loan refinancing, Wealth Management, and helping our clients with anything Financial.

Education

• The Johns Hopkins University

  BS, Economics and Psychology

  1989 — 1993

Skills

• Term Life Insurance
• Asset Allocation
• Mutual Funds
• Risk Management
• Defined Benefit
• Financial Planning
• Specific Disability Insurance for Physicians, Dentists, and Attorneys
• Wealth Management
• Retirement Plan Consulting
• Retirement Planning
• Life Insurance
• Finance
• Executive Benefits - Nonqualified Deferred Compensation/Key Employee Insurance
• Defined Benefit Plans
• 401k Safe Harbor / Profit Sharing Plans
• Asset Management
• Estate Planning
• Employee Benefits
• Investment Advisory
• Fixed Annuities
• Financial Planners