Joseph Frank is a Managing Director-Investments and Senior Financial Advisor with Wells Fargo Advisors. He serves the East Bay Area in the Oakland and Piedmont Wells Fargo Advisors branches. In this capacity, Joe works closely with his clients in order to fully understand their unique financial circumstances and develop comprehensive strategies and customized plans to help meet their needs.
In addition to developing investment plans and managing diversified investment portfolios, Joe provides access to lending services, liquidity management, trust and estate services through Wells Fargo affiliates. He also has access to the full array of brokerage and insurance services available through Wells Fargo Advisors.
Joe has over 27 years of experience in the financial services industry. Prior to joining Wells Fargo Advisors in1995, he held a position as a Financial Consultant at Merrill Lynch.
Joe received his Bachelor of Arts degree in Economics from the University of California at Berkeley in 1992. He is a member of the Big C Society (Cal Berkeley Athletic Alumni Association) and also serves on the Board of the Oakland East Bay Symphony. Joe also serves as an active member of Wells Fargo’s Financial Advisor Advisory Committee.