Frank Maurno

About Frank Maurno

We help clients who are preparing for or facing life’s crossroads through comprehensive planning and a disciplined asset allocation process. Our goal is to change how people (our clients) view investing. Currently the process is unorganized and has unclear objectives. When we are done, our team will have a clear understanding of our clients’ visions and our clients will have a clear picture as to how we will help achieve those visions. With clear focus our team can spend more time on proactive issues for our clients which will further enhance our level of service from which we can all benefit.We believe the Investment Process must tie into the Financial Planning Process; one without the other often leads you down the wrong path. We start with calculating the investment return our clients need to meet their goals. Once we establish consensus around that return, we establish a mix of assets that strives to create the highest probability of achieving the return we need while taking the least amount of risk. Our Process is designed to help you achieve your goals while potentially reducing (not eliminating) the risks. Our primary objective is to preserve the wealth that you have accumulated while generating a reasonable rate of return.One + One Wealth Management is an SEC registered investment adviser located in Jupiter, Florida. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals giving testimonials or endorsements.

Experience

1. Managing Partner

   One One Wealth Management Llc

   Nov 2020 — Present · Jupiter, FL, US

Education

• University of Miami

  BA, Finance

  1981 — 1985

• Thunderbird School of Global Management

  MBA, International Finance

  1985 — 1987

Skills

• Series 7
• Asset Allocation
• Banking
• Mutual Funds
• Strategic Financial Planning
• Finance
• Financial Analysis
• Portfolio Management
• Financial Advisory
• Investments
• Securities
• Wealth Management