John C. Frakes, CEPA


I believe that defining your needs and establishing goals are the first steps toward preserving and growing your wealth. I consult with individuals, retirees, business owners, executives, nonprofits and corporations throughout San Antonio, South Texas, and the United States.

I bring more than 30 years of experience as a Wealth Advisor to the firm, including 11 years at UBS and 17 years at Smith Barney. I was the co-host of Your Investments, a weekly San Antonio radio program during 1995 and 1996, on KTSA 550 AM. As a Certified Exit Planning Advisor (CEPA), I also hold the Series 3, 7, 22, 63 and 65 securities licenses, as well as the Group 1 life insurance and annuity license.

A U.S. Marine with a background in mathematics, I am involved with the Marine Corps Memorial Museum, Special Olympics, the Hospitalized Veterans Association, Smile Train and the SAMM Ministries Educational Endowment Advisory Board. A resident of San Antonio since 1962, I enjoy strength training, running, mechanical repair, construction, architectural design, antiques, the great outdoors, and a spirited debate.