Cleveland, Ohio (PRWEB) August 22, 2013
Mr. Franz will be performing a dual role at Beacon Financial Partners. He will serve as Co-Chief Investment Officer on behalf of the firm and as a financial advisor. In his dual role, Pete works with both his own personal client base and is part of the team that is responsible for managing the investment platform of the firm and articulating the Beacon investment philosophy to clients and prospective clients. In his practice Pete works with families, executives and business owners to create strategies for investment portfolio optimization, retirement income generation and legacy transfer planning. He enjoys serving as the financial quarterback for his clients.
"Peter's tenure in the business has been a unique combination of financial consulting with clients as well as the technical role of investment analyses. He will add value to our investment philosophy, as well as, be an immediate contributor to our ensemble advisor team, " Gregory Randall, Managing Partner, Beacon Financial Partners
Mr. Franz comes to Beacon Financial Partners with a political science degree from Wittenberg University, where he also played football. Mr. Franz is a native of the Cleveland area born and raised in Chagrin Falls and currently resides in Shaker Heights with his wife, Molly and two year old son where he enjoys being active in the community as a member of the Boys and Girls Club of Cleveland Bridge Board.
About Beacon Financial Partners: Beacon Financial Partners is a comprehensive financial planning and wealth management firm in Northeast Ohio that seeks to provide independent, objective advice with an innovative investment platform. Beacon Financial specializes in the application of alternative investments and tailored financial planning consulting to meet the individual needs of their investors.
Advisory services offered through Capital Analysts, Inc. or Lincoln Investment Planning, Inc. Registered Investment Advisors. Securities offered through Lincoln Investment Planning, Inc. Broker Dealer. Members FINRA/SIPC http:http://www.lincolninvestment.com Beacon Financial Partners and the above firms are independent, non-affiliated entities.