PELICAN FINANCIAL GROUP INC.
BONITA SPRINGS, FLORIDA

Pelican Financial Group Inc. is a Registered Investment Advisor Firm based in Bonita Springs, FL, with the filing number P08000012710. Established on February 4, 2008, Pelican Wealth Advisors LLC underpins its core operations as an independently-run, fee-based asset management firm. The company prides itself on applying substantial risk management expertise to retirement income and legacy planning while remaining distinct from any broker/dealer relationships. The founder, Frank Ragonese, Ph.D., 'Dr. Frank,' brings over 25 years of experience in business and finance, including a pivotal tenure as head of Risk Management for one of the world's largest corporations. This background facilitated Dr. Frank’s mission to empower clients by managing their retirement risks without reliance on large investment houses. His commitment extends beyond asset management, manifesting in educating clients through ongoing workshops aimed at demystifying the financial industry. Pelican Financial Group operates with transparent service agreements where client fees align directly with their financial goals, contrasting sharply with traditional Wall Street broker/client relationships that often obscure fee structures. The organization emphasizes protecting sensitive data while occasionally utilizing cookies for enhancing site user experience. For more information or inquiries, interested parties can contact the group via their multiple phone lines provided on their site: pelicanfinancialgroup.com.