Frank Maynard’s success as an independent Certified Senior Advisor is the culmination of experience in the banking and financial industry. Following his honorable discharge from the United States Army, Frank began his financial career with Bank of America in 1970 and continued on with him serving as a Branch Manager and Assistant Vice President in the savings and loan industry. After 17 years in banking Frank felt that the industry had become too impersonal for the needs of his clients, which prompted him to enter the private investment field in 1987.

Frank’s investment firm specializes in estate planning of all sizes, large and small. He helps his clients to legally avoid paying unnecessary taxes such as income tax, social security tax and estate tax. Avoiding probate and increasing spendable income is another important part of his practice. Helping seniors avoid Medicaid spend-down of their assets, when medical nursing home care is needed, is a critical aspect of Frank’s expertise. He is honored to be the featured financial advisor with an ongoing column entitled “Your Money”, as seen in the Ridge Senior Center News monthly publication.

In 1990 Frank began giving educational workshops throughout California to hundreds of seniors who are seeking vital financial information. He is in high demand because of his honesty, integrity and commitment to client satisfaction. Frank and his wife, Stephanie, married in 1970 and they reside in Paradise, California, where Frank has lived his entire life. They have one married son, Michael, who is active in their practice.

Frank Maynard is a member of the Better Business Bureau and National Ethics Bureau. He is proud to be a long time member of the Paradise Chamber of Commerce, Corporate Sponsor of the Paradise Ridge Senior Center and a Gold Premier Sponsor of the Gold Nugget Museum.