Frank M Carlozzi
Wealth Management Advisor|CLU®, ChFC®, CLTC®
Personal
I reside in Farmington, Connecticut with my wife Jane, a practicing litigation attorney. Our son Brian graduated from Georgetown University, and our daughter Amanda graduated from Boston University.
Community Involvement
- Exchange Club Parent/Child Center
- (Co-Founder & Past President; 1995 -1999)
- Bristol Hospital
- (Board of Directors; 1995 -1999)
- Child Abuse Prevention Foundation of Farmington
- (Co-Founder & Past President; 1995-Present)
- Farmington Exchange Club
- (Past President; 1995-1996)
Hobbies
I enjoy attending Major League Baseball and National Football League sporting events, UCONN Football and men's and women's basketball, and bicycling.
Professional
Mission
To become the most trusted and valued professional Frank Carlozzi's clients have by helping to identify their needs and design effective solutions to help them achieve their financial goals. To make sure they are protected from risk and given the opportunity to accumulate and distribute wealth in the most efficient manner possible. Throughout your lifetime, I will help you understand what you need to prepare for and protect.
Background
Frank Carlozzi has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College and has also earned the Certification for Long-Term Care from The Corporation for Long-Term Care.
Education
College of Liberal Arts & Science in Government from University of Connecticut
Awards and Recognition
- Million Dollar Round Table Lifetime Member (1996-2013)
- National Quality Award (1981-1996, 2000-2001)
- NAIFA Quality Award (2012-2013)
- National Sales Achievement Award (1980-1981; 1983-1995)
- Health Insurance Quality Award (1982-1990)
Associations and Memberships
- Board of Directors, University of Connecticut Alumni Association, Hartford Chapter (2003 - 2009)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
