Neal Frankle

No money worries. No matter what.

I’m an Independent Certified Financial Planner™, based in Southern California. I founded Wealth Resources Group in 1994 to provide comprehensive fee-based financial planning exclusively. My firm specializes in helping clients make smart decisions about their money so they can stop worrying and start enjoying the things that matter most to them.
My Story…
I know what it’s like to have financial trouble. Both my parents passed away while I was still in High School. I took a tiny insurance settlement to a financial advisor. Rather than help me grow it safely to help me get through college, he churned and burned the account.
It was horrible. But this experience made a deep impact on me and helped me really understand what it’s like to be in a tough situation with limited resources and almost no financial understanding.
This motivated me to help others by developing a top-rate financial planning firm offering clients a comprehensive range of investment and financial planning services that are customized to clients’ needs.
About My Firm….
We are a Los Angeles-based, Southern California investment and financial planning firm that was founded in 1994. We are a fee-based, independent financial advisory firm offering comprehensive investment and financial planning solutions for our clients.
Because I am a Registered Investment Advisor rather than a stock broker, I can work with you no matter where you live. Many of my clients work with me via phones and the internet even though they live within 5 miles of the office.
As a Certified Financial Planner ™, I provide comprehensive financial planning for individuals and families. I work with retirees and pre-retirees, highly paid employees and small business owners. I focus on tax planning, employee benefits, retirement planning, estate planning, investment management and insurance.
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Publications

Published Content

122
Why Most Bloggers Are Not Successful, Why You Should Not Try and What You Should Do Instead
wealthpilgrim.com
Why Most Bloggers Are Not Successful, Why You Should Not Try and What You Should Do Instead
April, 11 2018
Who Can Read Your Credit Report? The Answer May Surprise You
wealthpilgrim.comArticle
Who Can Read Your Credit Report? The Answer May Surprise You
February, 5 2018
Can The Proofread Anywhere General Proofreading Theory and Practice Course by Caitlin Pyle Really Help You Find Work
wealthpilgrim.comArticle
Can The Proofread Anywhere General Proofreading Theory and Practice Course by Caitlin Pyle Really Help You Find Work
December, 16 2017
A Beginners Guide To Buying Individual Stocks
wealthpilgrim.comArticle
A Beginners Guide To Buying Individual Stocks
June, 29 2017
How Much Money Can You Make As An Airbnb Host And Is It Worth It?
wealthpilgrim.comArticle
How Much Money Can You Make As An Airbnb Host And Is It Worth It?
June, 1 2017
Create A Pool Of Great Mutual Funds and ETFs To Pick From To Secure Your Retirement
wealthpilgrim.comArticle
Create A Pool Of Great Mutual Funds and ETFs To Pick From To Secure Your Retirement
May, 30 2017
The Ultimate ETF and Index Fund Investment Guide
wealthpilgrim.comArticle
The Ultimate ETF and Index Fund Investment Guide
November, 30 2014
Annuities – What You Need To Know Before You Invest
wealthpilgrim.comArticle
Annuities – What You Need To Know Before You Invest
May, 25 2017
The Five Most Corrosive Kinds Of Debt You Can Have – And What To Do About Them
wealthpilgrim.comArticle
The Five Most Corrosive Kinds Of Debt You Can Have – And What To Do About Them
May, 13 2017
The Five Most Corrosive Kinds Of Debt You Can Have – And What To Do About Them
wealthpilgrim.comArticle
The Five Most Corrosive Kinds Of Debt You Can Have – And What To Do About Them
May, 13 2017
Should You Drive For Uber? These Real Numbers Help You Decide
wealthpilgrim.comArticle
Should You Drive For Uber? These Real Numbers Help You Decide
April, 20 2017
The Ultimate Money Guide To Plan Your Own Retirement
wealthpilgrim.comArticle
The Ultimate Money Guide To Plan Your Own Retirement
April, 4 2017
The Ultimate Guide to Choosing the Right Investment Brokerage For You
wealthpilgrim.comArticle
The Ultimate Guide to Choosing the Right Investment Brokerage For You
March, 24 2017
Avoid Fatal Stock Market Mistakes That Ruin Your Retirement
wealthpilgrim.comArticle
Avoid Fatal Stock Market Mistakes That Ruin Your Retirement
January, 30 2017
The Ultimate How Bonds Work Guide
wealthpilgrim.comArticle
The Ultimate How Bonds Work Guide
December, 25 2016
How Banks Really Work – The Ultimate Guide
wealthpilgrim.comArticle
How Banks Really Work – The Ultimate Guide
December, 12 2016
How Investing Works
wealthpilgrim.comArticle
How Investing Works
December, 5 2016
Systematic Mutual Fund and ETF Investing – The Ultimate Guide
wealthpilgrim.comArticle
Systematic Mutual Fund and ETF Investing – The Ultimate Guide
June, 7 2013
The Overlooked Truth About New Stock Market Highs
wealthpilgrim.comArticle
The Overlooked Truth About New Stock Market Highs
November, 14 2016
Getting an Auto Loan When You Have Bad Credit
wealthpilgrim.comArticle
Getting an Auto Loan When You Have Bad Credit
November, 7 2016
The Pros and Cons of Using Credit Cards To Finance Your Business
wealthpilgrim.comArticle
The Pros and Cons of Using Credit Cards To Finance Your Business
October, 31 2016
Are You Expecting Too Much In Retirement?
wealthpilgrim.comArticle
Are You Expecting Too Much In Retirement?
October, 24 2016
How To Use Renting To Become Rich
wealthpilgrim.comArticle
How To Use Renting To Become Rich
October, 17 2016
How To Build Your Spending And Investment Plan
wealthpilgrim.comArticle
How To Build Your Spending And Investment Plan
October, 10 2016
Five Clever Ways To Impress During A Job Interview
wealthpilgrim.comArticle
Five Clever Ways To Impress During A Job Interview
October, 3 2016
What Are Actively Managed ETFs?
wealthpilgrim.comArticle
What Are Actively Managed ETFs?
September, 26 2016
What Happens After Someone Leaves You Their IRA?
wealthpilgrim.comArticle
What Happens After Someone Leaves You Their IRA?
September, 19 2016
Should You Sell Your Car To Pay Off Student Loans?
wealthpilgrim.comArticle
Should You Sell Your Car To Pay Off Student Loans?
September, 12 2016
How The Upcoming SP500 Makeover Impacts You
wealthpilgrim.comArticle
How The Upcoming SP500 Makeover Impacts You
September, 5 2016
How To Budget With Roller Coaster Income
wealthpilgrim.comArticle
How To Budget With Roller Coaster Income
August, 30 2016
Should You Spend Money On Home Improvement?
wealthpilgrim.comArticle
Should You Spend Money On Home Improvement?
August, 23 2016
The Hidden Sand Trap Of Dividend ETFs
wealthpilgrim.comArticle
The Hidden Sand Trap Of Dividend ETFs
August, 16 2016
Five Steps To Help Your Kids Get A Life
wealthpilgrim.comArticle
Five Steps To Help Your Kids Get A Life
August, 8 2016
7 Great Jobs To Make You Money And Happy
wealthpilgrim.comArticle
7 Great Jobs To Make You Money And Happy
August, 1 2016
How To Split Up Your Assets Without Destroying Your Family
wealthpilgrim.comArticle
How To Split Up Your Assets Without Destroying Your Family
July, 25 2016
How One Complaint Fixed My Life
wealthpilgrim.comArticle
How One Complaint Fixed My Life
July, 18 2016
3 Ways to Get Good Small Business Loans with Bad Credit
wealthpilgrim.comArticle
3 Ways to Get Good Small Business Loans with Bad Credit
July, 13 2016
How To Know If You Are Financially On Track
wealthpilgrim.comArticle
How To Know If You Are Financially On Track
July, 11 2016
How To Be A Great Leader At Work
wealthpilgrim.comArticle
How To Be A Great Leader At Work
July, 4 2016
How To Resolve Work Conflicts
wealthpilgrim.comArticle
How To Resolve Work Conflicts
June, 30 2016
What happens when a bond matures?
wealthpilgrim.comArticle
What happens when a bond matures?
June, 23 2016
Do You Need A QTIP Trust?
wealthpilgrim.comArticle
Do You Need A QTIP Trust?
June, 16 2016
Nine Ways To Know You Already Make Enough Money
wealthpilgrim.comArticle
Nine Ways To Know You Already Make Enough Money
June, 9 2016
Is Your Retirement Income Safe?
wealthpilgrim.comArticle
Is Your Retirement Income Safe?
April, 25 2016
What To Do About Low Interest Rates
wealthpilgrim.comArticle
What To Do About Low Interest Rates
April, 21 2016
How To Write A Killer Thank You Note
wealthpilgrim.comArticle
How To Write A Killer Thank You Note
April, 11 2016
How Much Should You Take Out Of Your Retirement Accounts And When?
wealthpilgrim.comArticle
How Much Should You Take Out Of Your Retirement Accounts And When?
April, 4 2016
Why People Under 35 Do Not Invest
wealthpilgrim.comArticle
Why People Under 35 Do Not Invest
March, 28 2016
What To Do When The IRS Sends You A Weird Tax Refund
wealthpilgrim.comArticle
What To Do When The IRS Sends You A Weird Tax Refund
March, 22 2016
Five Easy Ways To Save An Additional $5000 In 12 Months
wealthpilgrim.comArticle
Five Easy Ways To Save An Additional $5000 In 12 Months
March, 15 2016
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