Frank Legan

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Frank Legan is a Cleveland-based author, and Financial Advisor with SEIA. Frank spends his days designing and implementing personalized financial planning strategies for corporate executives, business owners, artists, families and retirees. He focuses on lifetime income planning strategies, investment advice, and estate planning services. He also works with businesses to develop strategic and succession planning strategies.

Frank holds a B.A. from the University of Dayton and a master’s degree from Cleveland State University.

Frank has been active in his community as he served as a Council Representative at Large for the City of Highland Heights, as well as Vice President and Secretary for the Hillcrest Council of Councils. He currently serves as a Board Member and Emeritus Chairman for Catholic Charities Diocese of Cleveland.

Frank lives in Gates Mills with his wife Laura, daughter Reese and their collie Charlie.


The views, opinions, and content expressed in this book are solely those of the author and do not reflect the views, policies, or positions of SEIA. The author’s work on this book is entirely independent and was undertaken in a personal capacity. This publication is not sponsored, endorsed, or affiliated in any way with SEIA. All references to financial topics in this book are based on the author’s own research and do not constitute financial advice from SEIA. The information provided in this book is for general informational purposes only and should not be construed as personalized investment advice. For tailored financial advice, readers should consult a professional advisor directly.

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