Fragasso Financial Advisors Celebrates 50 Years!
Our Story: Founded in 1972 by Robert Fragasso
Robert Fragasso, CFP Board Emeritus®, started as a sole practitioner in 1972, then forming the Fragasso Group in 1979. The organization moved to an independent broker/dealer and became registered as an investment advisor in 1996. The Fragasso Group, Inc. began operating under the name Fragasso Financial Advisors, Inc. in 2007. Since then, our firm has grown to serve over 1,750 clients across five locations, with nearly 50 employees and has over $2.1 billion under management and non-advisory assets combined.
This 2022 calendar we recognize the visionary who started it all, Bob Fragasso, and the many milestones we’ve accomplished over the past half-century. We also thank YOU, our clients and constituents. Without you, this anniversary wouldn’t be possible.
Celebrating Bob Fragasso’s 50th Year in the Investment Industry
In this special issue of The Advisor, we look at how the industry evolved over the past five decades in parallel to Bob’s journey from a sole practitioner to building and leading a highly successful investment and financial planning firm – which now employs 44 professionals, serves over 2,000 clients and has over $2 billion under management and advisement.
In this issue you will find the following content:
• The Inspirational Leadership of Bob Fragasso
• Portfolio and Investment Management Evolution
• Bob’s Fragasso’s 50-Year Career Timeline