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Profile frank polashock
FXP Advisory Services LLC
Edison, NJ

Frank Polashock

AAMS®, CFP®, CRPC®
Guiding You to Financial Success
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Meet Frank

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Personal and Firm Overview - Frank Polashock
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Managing Your 401K - Frank Polashock
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Dynamic Asset Management - Frank Polashock
Video Transcripts

Grounded in the belief that financial advice should improve a person’s quality of life, Frank Polashock, CFP™, created FXP Advisory Services, LLC, to help people define and reach their objectives. As a fiduciary, Frank is dedicated to only acting in the best interest of each client, for all clients. In this way, his practice is completely personal.

With a primary focus on helping business professionals properly manage their 401K assets,…

Grounded in the belief that financial advice should improve a person’s quality of life, Frank Polashock, CFP™, created FXP Advisory Services, LLC, to help people define and reach their objectives. As a fiduciary, Frank is dedicated to only acting in the best interest of each client, for all clients. In this way, his practice is completely personal.

With a primary focus on helping business professionals properly manage their 401K assets, FXP specializes in helping people manage their employer-sponsored retirement plans. In addition, Frank’s practice is different in that it believes in dynamic asset management rather than allocating assets in a static way based solely on an individual’s risk profile. In his words, “Why should someone have the same asset allocation during a bull market cycle as they would during a bear market cycle?”

Through FXP, Frank provides insight and knowledge to help enable his clients to make informed decisions. As such, FXP Advisory Services is always there, “Guiding You to Financial Success.”


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
Estate Planning
Employer Sponsored Retirement Plans

Experience with

Business executives

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CRPC® - Chartered Retirement Planning Counselor℠
AAMS® - Accredited Asset Management Specialist℠

Education

Bachelors
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