Professional

Mission
To become the most trusted and valued professional Frank Carlozzi's clients have by helping to identify their needs and design effective solutions to help them achieve their financial goals. To make sure they are protected from risk and given the opportunity to accumulate and distribute wealth in the most efficient manner possible. Throughout your lifetime, I will help you understand what you need to prepare for and protect.

Background
Frank Carlozzi has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College and has also earned the Certification for Long-Term Care from The Corporation for Long-Term Care.

Education
College of Liberal Arts & Science in Government from University of Connecticut

Awards and Recognition

  • Million Dollar Round Table Lifetime Member (1996-2013)
  • National Quality Award (1981-1996, 2000-2001)
  • NAIFA Quality Award (2012-2013)
  • National Sales Achievement Award: 1980-1981, 1983-1995
  • Health Insurance Quality Award: 1982-1990

Associations and Memberships

  • Board of Directors, University of Connecticut Alumni Association, Hartford Chapter, 2003 - 2009

Frank M Carlozzi, CLU®, ChFC®, CLTC

Wealth Management Advisor

  • Office 860-570-7448
  • Office 860-508-4773
 

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