29 Montecillo Drive
Rolling Hills Estates, CA
Frank T. Ro is a partner and wealth advisor at Stratos Wealth Partners. He works with business owners, corporate executives and high net worth individuals in preparation of life events utilizing risk and goals- based investment strategies. Frank has been successfully collaborating and advising clients with durable income strategies and risk appropriate portfolios for over 20 years in the financial services industry.
Prior to joining Stratos Wealth Partners, Frank was a producing branch manager at Morgan Stanley. Prior to that, he held various roles at JP Morgan Securities and legacy Bear Stearns working across Private Client Services, Middle Market Fixed Income Sales and Municipal Sales and Trading. During this time, Frank honed his skills in fixed income and capital markets working with institutional and ultra-high net worth investors.
Frank enjoys the value of personal relationships and helping each individual client pursue their financial goals. While the dynamics of each client’s situation may bring about added challenges, he finds it rewarding to be able to walk side-by-side with clients along their financial paths.
Frank resides in the City of Rolling Hills Estates with his wife, two teenagers and a Westie. During most days after work, he can be found either on the baseball diamond or near a swimming pool - watching or coaching his kids in their respective sports. He has also devoted his time to the local little league organization as well as serving on the board of the USC Asian Pacific Alumni Association. He is also an avid fitness advocate who enjoys cooking and entertaining friends and family.