Frank Willis

Frank Willis, CEPA

Private Advisor, Senior Vice President

Frank Willis is a Private Advisor and Senior Vice President at Rockefeller Global Family Office. With his certification as a Certified Exit Planner (CEPA), Frank dedicates his time to serving high and ultra-high net worth families and business owners, helping them to strategize effectively in growing and preserving their wealth. He believes in a high-touch approach to his work, guiding his clients through the constantly evolving market conditions.

Frank grew up and resides in the South Bay of Los Angeles with his wife, Tessa, and their two sons. Outside of work, Frank spends most of his time coaching his son’s baseball team and going to the beach. He is also active in several charitable causes in the South Bay community.

Through his years of experience working as a financial advisor at Wells Fargo Advisors and Merrill Lynch, Frank has a wealth of knowledge and expertise to offer his clients. His passion for helping others and his commitment to providing personalized advice make him an invaluable asset to those he serves.

Areas of Expertise

Exit Planning

Transition Strategies

Wealth Strategy

Financial Planning