PELICAN FINANCIAL GROUP INC.
BONITA SPRINGS, FLORIDA

Frank Ragonese, Ph.D., also known as “Dr. Frank”, is the founder of Pelican Wealth Advisors, LLC, which is a “fee-based”, asset management Registered Investment Advisor firm. He has a Ph. D. in engineering and was a college professor in his early career. He has more than 25 years of experience in business and finance, including 10 years as head of Risk Management for one of the largest corporations in the world. “Dr. Frank” founded Pelican Wealth Advisors, LLC in order to apply his extensive risk management expertise to help people manage retirement risks in ways which are not tied to large investment houses. He has a passion for helping others understand the financial industry, and utilizes his love and skills for teaching by providing ongoing educational workshops. A Unique Firm With Unique Beginnings Pelican Wealth Advisors LLC is a Registered Investment Advisor Firm . We specialize in applying risk management expertise to retirement income and legacy planning. Another reason we are unique is that we are completely independent of any large or small broker/dealer relationship. We are a fee-based asset management firm which aligns our compensation with your financial goals in a “win-win” relationship. This is not the case with the typical Wall Street broker/client relationship. Often, while working with brokers, clients don’t know what their fees are! With over 25 years in the corporate world and 10 years as head of risk management with one of the largest corporations in the world, Dr. Frank’s sole purpose was protecting the company from many financial risks. It was during his career that he had his first negative experience as a client of a well-known brokerage firm. The 2000 “dot-com” market meltdown caused Dr. Frank to lose money while the firm that worked for him continued to earn large fees. This experience led him to start his own financial advisor firm, leverage his expertise in risk management, and find independent solutions for his own clients. A Unique Firm With Unique Beginnings Pelican Wealth Advisors LLC is a Registered Investment Advisor Firm . We specialize in applying risk management expertise to retirement income and legacy planning. Another reason we are unique is that we are completely independent of any large or small broker/dealer relationship. We are a “fee based” asset management firm which aligns our compensation with your financial goals in a “win-win” relationship. This is not the case with the typical Wall Street broker/client relationship. Often, while working with brokers, clients don’t know what their fees are! With over 25 years in the corporate world and 10 years as head of risk management with one of the largest corporations in the world, Dr. Frank’s sole purpose was protecting the company from many financial risks. It was during his career that he had his first negative experience as a client of a well-known brokerage firm. The 2000 “dot-com” market meltdown caused Dr. Frank to lose money while the firm that worked for him continued to earn large fees. This experience led him to start his own financial advisor firm, leverage his expertise in risk management, and find independent solutions for his own clients. Frank Ragonese, Ph.D., also known as “Dr. Frank”, is the founder of Pelican Wealth Advisors, LLC, which is a “fee-based”, asset management Registered Investment Advisor firm. He has a Ph. D. in engineering and was a college professor in his early career. He has more than 25 years of experience in business and finance, including 10 years as head of Risk Management for one of the largest corporations in the world. “Dr. Frank” founded Pelican Wealth Advisors, LLC in order to apply his extensive risk management expertise to help people manage retirement risks in ways which are not tied to large investment houses. He has a passion for helping others understand the financial industry, and utilizes his love and skills for teaching by providing ongoing educational workshops. A Unique Firm With Unique Beginnings Pelican Wealth Advisors LLC is a Registered Investment Advisor Firm . We specialize in applying risk management expertise to retirement income and legacy planning. Another reason we are unique is that we are completely independent of any large or small broker/dealer relationship. We are a fee-based asset management firm which aligns our compensation with your financial goals in a “win-win” relationship. This is not the case with the typical Wall Street broker/client relationship. Often, while working with brokers, clients don’t know what their fees are! With over 25 years in the corporate world and 10 years as head of risk management with one of the largest corporations in the world, Dr. Frank’s sole purpose was protecting the company from many financial risks. It was during his career that he had his first negative experience as a client of a well-known brokerage firm. The 2000 “dot-com” market meltdown caused Dr. Frank to lose money while the firm that worked for him continued to earn large fees. This experience led him to start his own financial advisor firm, leverage his expertise in risk management, and find independent solutions for his own clients. We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. 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