Frank Mulcahy

Description

Frank Mulcahy, Financial Advisor. Specialties: investing, retirement, financial planning, insurance, estate planning, accounting, tax, legal, debt and real-estate.

About Frank Mulcahy

Principal, Personal Financial Manager at Trinity Financial Management.

Frank Mulcahy acts as his client’s financial coach helping them to identify where they are today, what they want to achieve going forward and putting in place smart financial strategies to help them achieve their life goals.

His extensive international experience and qualifications makes him uniquely positioned to understand the issues facing clients and helping them to grow and protect their wealth.

Professional and academic background

Certified Financial Planner Certification, Financial Standard Planning Board, Ireland.

Diploma of Financial Planning, QFA, Ireland.

M.A. Trinity College Ireland.

B.A in Economics and Finance Trinity College Ireland.

Certified Financial Planner Certification, Financial Planning Association, Australia.

Advanced Diploma in Financial Planning, Securities Institute of Australia.

Advanced Diploma in Financial Planning, Chartered Insurance Institute, United Kingdom.

Diploma in Financial Planning, Chartered Insurance Institute, United Kingdom.

Certificate in Financial Planning,Chartered Insurance Institute, United Kingdom.

Chartered Financial Planner, Chartered Insurance Institute, United Kingdom.

1-65 Uniform Investment Adviser Law Examination, United States of America.

Frank Mulcahy’s career started with Citibank Dublin in 1997 in their European offshore investment fund banking unit. This experience taught him that clients always come second in large firms. He has subsequently worked with small world class boutique firms in Ireland and overseas that put their client’s interests before anything else. This has empowered him to build tailored financial strategies to meet his client’s personal needs and objectives.

Recent activities

Frank is an active member of Rotary international sharing their philanthropic values of “Service Above Self”. He has previously served as a member of the advisory board for the Community Foundation.