With more than 75 years of combined investment experience, we carefully guide clients through their wealth accumulation and retirement years. Our team will suggest changes to each client’s portfolio in response to changes within their personal situation, and economic conditions over time. We firmly believe that diligent financial management throughout each life stage, allows our clients to achieve financial independence.
Meet Our Team
Judd FrankManaging Director - Investments
PIM Portfolio Manager
Judd has been with Wells Fargo Advisors since 2010, and is part of a select group of advisors that are qualified to be in the Private Investment Management Program. As a PIM portfolio manager, Judd is able to manage custom portfolios for clients on a discretionary basis. Judd focuses on understanding each client’s risk tolerance and goals, in order to create an investment allocation that is tailored to each client’s personal situation. He is focused on regularly staying in touch with our clients to review investment results and financial plans, as well as make recommendations for changes when the need arises.
Judd recognizes that producing cash flows within an investment portfolio is an important part of helping to stabilize portfolio returns, and can provide income for those who are retired. Dividend income from stocks, real estate investment trusts, mutual funds, exchange traded funds and bonds may be used to provide monthly distributions to supplement the outside income sources of our clients.
In his free time, Judd enjoys golfing with his wife Mary, playing guitar and spending time with his children and grandchildren. He currently resides in Laguna Niguel, CA.
CA Insurance License Number: 0A11998. Resident State (CA)
Robert Rosenberg, MSFirst Vice President – Investments
Bob uses his background in taxes, accounting, estates, and trusts for the benefit of all of our clients. His mission is to provide each client with timely financial advice and guidance, with the highest level of professional integrity. His CPA Licenses in New York and California are on inactive status.
Throughout the years, Bob has become a specialist in all financial matters, but preferred stocks and bonds are a key expertise he brings to our team. These investments produce a high level of dividend income within portfolios, and can be great additions to a diversified investment allocation.
CA Insurance License Number 0754449. Resident State: CA
Jordan FrankAssociate Vice President - Investments
Upon joining Wells Fargo Advisors, Jordan was a Financial Relationship Advisor where he passed his series 7 and 66 exams to become a registered advisor. During his time in this position, Jordan worked with many senior financial advisors in our Newport Beach office to improve the management of their client base, while also managing his own clients. This valuable experience led him to join the Frank-Rosenberg Financial Consulting group at Wells Fargo Advisors in 2019 as a Financial Advisor.
Jordan contributes to the team by helping clients create written investment plans through our Envision process. This plan allows clients to see their full financial picture in a single document, and helps guide our team’s advice on their investment portfolios.
Outside of the office, Jordan spends much of his time with his wife Mili, and sons Luka and Mateo. They use their time to explore the outdoors and travel whenever possible. Jordan’s main hobby is surfing and his favorite local wave is Trestles in San Clemente, CA.
CA Insurance Number: 0I38868
Andrea GraciaSenior Client Associate
Melanie HelmickSenior Client Associate
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.