From our family to yours.
Building relationships is everything to us. Our multi-generational team means continuity is built into our business—your finances will always be cared for by someone you know and trust. With warmth and extensive experience, we’re focused on helping you achieve your goals both now and for generations to come.
Client Services Associate
Frank is the senior partner of V&V Financial, with an accumulated 30 years of financial industry experience. One of Frank’s core specializations is personal portfolio management. He is qualified as a discretionary portfolio manager and implements customized investment solutions on behalf of clients.
In 2010 he earned the CERTIFIED FINANCIAL PLANNER™ certification. CFP® practitioners are dedicated to the highest level of professionalism and ethical standards, and, through the intensive requirements, gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments, and retirement planning.
He also holds the designation of Chartered Retirement Planning Counselor® and Accredited Asset Management Specialist® from the College for Financial Planning, signifying adherence to continuing education and rigorous ethical standards. In addition to the FINRA Series 7, 9, 10, 63, and 65 securities registrations, he is also licensed in life, health, and long-term care insurance.
Prior to entering the financial services industry, he worked for 10 years in manufacturing management for GE in the aviation department. He earned a BS in mechanical engineering from Rutgers University and an MBA in finance from Xavier University. Apart from work, Frank enjoys boating, working on his 68 Mustang, his wife’s lasagna, and spending quality time with family.
Leigh is the junior partner of V&V Financial. Leigh contributes 6 years of industry experience comingled with customer relationship management, event coordinating, and digital media marketing. She also brings additional skills geared toward business startups, account development, operational forecasting, and strategic planning.
Leigh’s core specialization is as a client service associate. She focuses on delivering comprehensive service to clients and attending to their account management needs. Working closely with our resource team, Leigh’s duties include managing compliance, generating account reports, implementing digital initiatives, onboarding, executing requests for capital, and coordinating client communications. She is particularly drawn to the areas of ESG investing, legacy and trust planning, and philanthropic/charitable giving strategies.
A native of Wilmington, North Carolina, Leigh earned a BS in business administration from the University of North Carolina, Wilmington, in 2011. Her studies were concentrated in marketing and included studies abroad at Euromed Management in France and the University of Wollongong in Australia. Leigh recently passed her FINRA Series 7 and Series 66 exams and is looking forward to taking on more planning responsibilities. Away from work, she enjoys travel, gardening, photography, and screen printing.
Client Services Associate
As our business has continued to evolve, we have been looking to bring on a new colleague to support our client requests and administrative duties. We are happy to announce that we have found the person that we believe will be a sound extension of our practice – Maria Chaghouri. Beginning in June of 2023, Maria will be supporting our team virtually from Waltham, Massachusetts. Maria joined Commonwealth in April of 2021 after leveraging a number of strong practices that allowed her to graduate from Merrimack College in only 3 years with a degree in Business Administration.
After college, Maria began working at National Financial Network where she was responsible for building a book of client business, assessing client needs, and networking through social media for new clients. Maria soon determined that a sales role was not the best fit for her - she was more interested in building relationships and problem solving. Since joining the team Maria has continued to impress on a professional level, and on a personal level, her positive energy and compassion make her a joy to work with.
As one of the forerunners in Commonwealth Financial Network’s Virtual Admin team, Maria heads up best practices and checklists for common or complicated tasks which she hopes to refine and share with our team. In her spare time Maria enjoys gardening, cooking and spending time with her friends and family.
Plan and discover your way to your future.
We’ll support you at every step.