Frani Feit, CFP®
As a Certified Financial Planner ™ and Investment Advisor, Frani’s career was born in the spirit of helping individuals balance their dreams with life’s realities. With over 20 years in the industry and past experience in tax and audit and individual and corporate pension plans, she provides a process to help clients prioritize and organize their financial lives. Frani focuses on comprehensive, holistic wealth management which includes investment strategy, asset allocation, retirement and cash flow planning, and the integration of external 401k plans. Frani has taken a number of courses in Financial Life Planning which she uses in her work with individuals who have experienced challenging life transitions such as death or divorce.
Ms. Feit earned her B.B.A. in Accounting from George Washington University. She taught the Retirement, Investment, and Capstone modules of the Certified Financial Planning Curriculum at Fairleigh Dickinson University. After the passing of her husband, she took part in creating the DFM Memorial Foundation to benefit youth activities. Frani has two grown children and enjoys Pilates, Skiing, and Golf.
- Social Security Claiming Decisions for Women
