Frankie Corrado, CFP®

Financial Life Guide,
Robertson Stephens Wealth Management

Contact Details

Robertson Stephens Wealth Management
101 Crawfords Corner
Holmdel, NJ 07733
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Primary: (732) 588-6447
Mobile: (617) 417-1218


Frankie Corrado is Managing Director and Principal at Robertson Stephens Wealth Management.

Frankie works very closely with clients to help them reach their "optimal life equilibrium” – a balance between a client’s heart’s core and the financial and logistical realities in their life. The concept was developed while working at their prior firm, Blue Blaze Financial Advisors, and posits that when a client’s heart and their money are in equilibrium, optimal life environments are much more achievable. Frankie is committed to partnering with his clients to envision the life they are meant to live and then develop the plan and framework required to get there.

“Through smart, thoughtful, and holistic planning, I really feel that every person has the opportunity to live the true life they were meant to live”, Corrado says. He continues, “if a client is willing to invest in their life and their future, I am super charged to be a part of their team to make their best life possible into a reality.”

In addition to his client-facing role as Financial Life Guide, Frankie plays a large role in Robertson Stephens ongoing strategic direction, marketing, and business development. The many hats he wears has helped him gain invaluable experience as he furthers his own career.

When he is not living out his own optimal life as a Financial Life Guide at Robertson Stephens, Frankie and his wife Sarah and their daughter Phoebe can be found adventuring somewhere, usually in the outdoors. Whether it’s the woods (Frankie has completed a full thru-hike of the 2,200-mile Appalachian Trail), the mountains (if you let him start talking about skiing, he probably won’t stop), or the ocean (undertaking a new challenge – surfing!), Frankie feels at home when able to play in the great outdoors.

Professional Credentials/Designations

  • CFP®

Serving Clients Living In

  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes