Frank A. Insero

Rochester, NY

Wealth Management
Business Succession Planning
Estate Planning

Frank is one of the founders of Insero & Co. CPAs and brings over 30 years' experience working with closely held businesses including contractors, manufacturers, distributors, and real estate developers. Frank not only provides his clients with traditional accounting, tax, and general business advice, he also is a valued resource for business growth strategies and improving business performance. He is also chairman of Insero Wealth Strategies, LLC, which focuses on helping entrepreneurs determine likely successors for their business. In this capacity he has had extensive experience working to transition businesses to family members, employees (ESOP), and outright sales to public and private markets; advising clients on strategies to minimize estate tax; and assisting clients with money management needs. His hands-on approach and focus on service are valued resources for his clients.

State University of New York, College at Buffalo, Bachelor of Science in Accounting

Licensed Insurance Agent and Registered Investment Advisor

Board Member, The Boys & Girls Clubs of Rochester
Chair, The Boys & Girls Clubs of Rochester Development/Marketing Committee
Chair, The Boys & Girls Clubs of Rochester Golf Tournament
The National Center for Missing & Exploited Children (Founding Board Member & Treasurer, Honorary Chair for the Black Tie Gala in 2007)
The Country Club of Rochester Membership Committee

Finalist in the Small Business Council's Business Person of the Year, 2006

Frank resides in Victor with his wife Sharon and their two labs Casey and Chloe. He enjoys exercising, golf, gardening, and playing the piano.