9990 S.W. 77th Avenue, Miami FL 33156

+1 (305) 779-5913

A lifelong guide to wellbeing

Asset management and financial planning services for US private investors at home and abroad.

Drs. Frank R. Van Lerven CFP - Director

Director and the firm´s investment adviser representative Frank is a Dutch psychologist who from early on in his career felt a strong affinity to the US, first through friends and then through business, both colleagues and clients. To provide his US clients with the quality of service they required, he studied at the College of Financial Planning in Denver (CO) where he completed the CFP Professional Education Program in 2004 and became a CFP® professional in 2005. Frank is also a qualified financial planner in the UK (Chartered Insurance Institute 1997).

In his client’s approach, he has a keen interest in offering support in the financial aspects of his client’s life as well as offering contributions to their inner well-being. He has written a series of articles on: “Investors and their choices”, “Income and further factors contributing to Happiness” and “Retirement and Longevity”.

+1 (305) 779-5913

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