Broker Check
Frank  Congilose

Frank Congilose

CEO/Managing Partner

Frank Congilose is a successful entrepreneur, author, and CEO of C&A Financial Group. He entered the financial services industry in 1981 right out of college. He initially began his career with an independent financial services firm. His ability to lead and coach others was identified early on in his career. Frank began mentoring and teaching advisors the business in 1982. In 1983, he established Congilose & Associates as an independent agency, known today as C&A Financial Group in Wall, NJ. Frank has also worked in conjunction with The Guardian as a General Agent since 1991.

As a result of his success in developing advisors, he is often identified as a cutting edge mentor and innovator. Through his mentorship and innovation, his agency has achieved high levels of advisor productivity and retention. C&A Financial Group is comprised of over 30 planners, plus support staff, servicing over 10,000 clients throughout the country.

As an industry leader, Frank often speaks and writes on building and protecting wealth responsibly. Frank has had articles published by Forbes and has authored four books "Discovering Responsible Wealth," "An Entrepreneurs Guide to Responsible Wealth," “Coerced to Coached,” and “Last Check.” Frank pioneered the ''The Institute of Responsible Wealth," a resource center dedicated to helping people achieve the life they want.  Because of his coaching, writing and speaking skills, he assists his advisors in marketing, prospecting and creating a unique value proposition. Frank has been recognized by the GAMA Foundation as a "Leadership Hero."

Frank is a native to the Jersey Shore where he and his wife Diane have raised their three children, Frank, Jamie and Kate and enjoy spending time with their grandchildren.

Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CA Insurance License Number - 0M07287.