Who We Serve

Frank’s clients are looking for a trusted financial advisor to help them organize and plan their finances pre- and post-retirement in a way that benefits their family the most. Some already have investments but want more support than they are getting and others are looking for a second opinion.

Is Frank right for you?

Meet Frank

Frank Gasper is the owner and financial advisor at CSR Wealth Management and has 25 years experience helping people. He offers personalized financial planning, life insurance, honest advice and investment management all in one place.  

Why choose Frank?

What We Do

Frank helps individuals and families manage their money at every stage of life, so that they can stop spending time worrying about finances and start spending time with the people they love and doing the things they enjoy. 

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Articles About Personal Finance

Ever wonder if a GIC might be something for you to consider? While it's not for everyone, there are certain financial situations where they make a lot of sense, especially when rates are on the rise. Below we share 3 reasons why a GIC might be worth investing in.

Looking For a Second Opinion?

Maybe you already have a financial planner or have access to one through your bank, but you’d like reassurance that their advice is in your best interest? Or maybe they aren’t offering advice at all?

Feel free to book a complimentary appointment with me for a second opinion. I will review your investment portfolio with you and let you know if you’re invested in the right accounts and what you could do differently to reach your financial goals sooner.

Get a Second Opinion