About Frank: WHY? Simon Sinek, the noted author, tells us we should start with out "why," because that drive both out "what" and out "how".When I was a child, my parents were in the restaurant business, which meant a lot of late hours for them, and being shunted around to other relatives for me. At age 7, my mother, who was half of the family business, died. Without any life insurance, of course. That led my father to loosing the business and going broke. He remarried, but money was always pretty tight, and his new job security was in the hands of my late mother's family who hated my new stepmother. Stress, anyone?Fast forward to college. To help with the family finances and avoid college debt, I took on R-O-T_C scholarship, which, in turn, led to my serving 20 years on active duty as an Air Force officer, retiring as a Lieutenant Colonel in 1993.While I was on active duty, I met a financial advisor. Not only did this individual put me into some investments that a)were inappropriate, and b) in which I lost what little money I had, then. I also watched him, from a distance, destroy another families inherited wealth. The mogul of this family hated paying any taxes, and this advisor fed on that and, this is in the 1980s, now, when "tax shelters" were all the rage, put a large portion of the family wealth into, get this, jojoba bean futures. What wealth had been accumulated over generations was gone. Watching this happen, I decided that if I were to get into financial services, I could do better then that for MY clients. A lot better. Before I retired for the Air Force, I had completed the academic portion of the Certified Financial Planner designation program, which is, if you will, a comprehensive, "combined arms" approach to planning and executing wealth management, one that I implement today. The reason, my "why", I'm so passionate about doing what I do well is that I believe I have moral obligation to make sure others don't go through what I, my family, and other families did because of either very inappropriate advice, or no advice, at all. I have the tools, processes, and resources, and I want to make a significant, positive, impact in people's lives.If my "why" appeals to you, please schedule a Discovery Meeting by using "Have a Question" link below, or call out office now at 203.386.8977, and we can discuss what further steps we might take together. About Frank: Background: Frank Metrusky, AIFA®, BFA™, CFP®Drawing from lessons learned during two decades as a planning and operations officer in the U.S. Air Force, I use a strategic, comprehensive approach to financial services. I help clients create plans designed to achieve their "Great Goals of Life" through careful assessment, guidance and solutions based on their values, their goals, and their relationships. I not only manage my clients’ investments, I also provide, together with a cohesive team of outside professionals, advice on Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Giving.I completed the entire academic portion of the CERTIFIED FINANCIAL PLANNER™ professional certification process before entering the financial services profession, gaining the CFP® designation in 1997.I have immersed myself in the intricacies of IRA Distributions since 2003 and remain at the cutting edge on developments in the area through a number of recurring professional and educational programs. I also attained the Accredited Investment Fiduciary™ and Accredited Investment Fiduciary Analyst™ credentials from the Center for Fiduciary Studies. Most recently, I earned the Behavioral Financial Advisor™ designation, and became a Founding "Plank" Owner of the Behavioral Governance Society®.I have also been able to serve my community service in variety of civic, municipal and Catholic Church organizations. I am a member of the Knights of Columbus in the Fourth Degree and have served as Grand Knight of Council 5806 at Saint Catherine of Siena Parish in Trumbull, Connecticut from 2017-2019.Previously, I have served in the following capacities:Club Secretary, then Then President-Elect, then President, Rotary Club of TrumbullPresident, Trumbull Chamber of CommercePresident, the Trumbull Business NetworkMember, Trumbull Economic Development CommissionChairman, new elementary school building committeeVice Chairman, Trumbull Board of FinanceDeputy Grand Knight of Knights of Columbus Council 5806Parish co-chair with my wife, Dr. Delia Manjoney, for the Annual Catholic Appeal of the Roman Catholic Diocese of BridgeportWhen I am not working to help my parish, clients, or community, I enjoys playing golf with my wife, clients and friends, and improving my skills to help others achieve their vision and express their values through informed decisions and productive behaviors. The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements. Metrusky Retirement Services LLC and Securities America are separate and unrelated companies. Have a Question? Name Email Address Phone Question Thank you! Oops!