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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Published Content

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