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MEMBER PROFILE

 

Jim Frangenberg

Wells Fargo

 

Member profile details

Membership level
DC Metro Individual
First name
Jim
Last name
Frangenberg
Title
Wealth Advisor
Company
Wells Fargo
XPX Chapter Email Lists
  • DC Metro News & Events
  • Maryland News & Events
 

CONTACT INFORMATION

City
North Potomac
State
Maryland
 

PROFILE INFORMATION

Call me when
When you need a collaborative partner in wealth management
Why I/we support XPX
I believe in the power of a professional network focused on educating, supporting, and empowering business owners.
Profession
  • Banker
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Debt
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Intangible assets
  • Investments
  • Lending
  • Real estate
  • Retirement
  • Risk management
  • Strategic planning
  • Trusts
  • Venture capital
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CERTIFIED FINANCIAL PLANNER, Certified Exit Planning Advisor
In Business Since
1998
How to contact
Cell: 804-873-0909
Advisor Resource Relationships
  • EPI