The foundation of my investment philosophy is shaped by my degree in finance with focus on securities analysis and investment decision making. I employ a structured approach to investment decision making.
As a Certified Public Accountant with 30+ years of experience in Corporation, Partnership, Estate and Trust taxation, I bring a strong and unique set of skills to the investment process. Taxes paid - whether selling is done to capture gains, or for diversification purposes, or for transferring wealth to the next generation or merely turnover in mutual funds -- are an invisible drain on investment returns.
Especially in this low interest rate environment, my education, my focus on growth and my focus on tax avoidance comprise a unique value proposition for the investor.
Frank Givens, CPA, Registered Investment Advisor with LPL FINANCIAL
Securities offered through LPL Financial, Member FINRA/SIPC.
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