Frank J Calise is the CEO and Founder of CFR Capital Group, and has been providing tax & financial services to clients for over 20 years.
Frank began his career as a stock broker in Manhattan, New York. In 2002, Frank's career path led him to Scottsdale, AZ where he learned that tax planning is as valuable for his clients as financial planning. Following his philosophy “It’s not what you make, it’s what you get to keep,” Frank believes that tax planning is vital to a successful financial plan. CFR Capital stands out as a firm that provides comprehensive service, combining the two most important areas of planning.
With a sincere passion to help clients achieve their life-long financial goals, Frank has built his practice on the foundation of caring for his clients and treating them as though they are family. “Coming from an Italian background in New York, family is very important to me and I treat my clients as though they are my family. Seeing my clients fulfill their life goals brings great joy and satisfaction from my practice.”
Frank is a Registered Representative with Avantax. He holds Series 7, 63, and 65, as well as a Life and Health Insurance License. Frank is also a Franchise Owner of H&R BLOCK and offers tax preparation services to his clients through his franchise offices.
Sports is Frank's other passion. He is a former Division 1 baseball player. He still participates in recreational activities and regularly plays basketball, golf and softball. He also enjoys donating his time to various organizations and supports the Wounded Warrior Project & St Mary’s Food Bank. Frank is a very proud father of two: Alexa Rose & Frank Angelo. He resides in Scottsdale, AZ with his beautiful wife Kimberly.