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About Frank


Frank Metrusky, AIFA®, BFA™, CFP®

Drawing from lessons learned during two decades as a planning and operations officer in the U.S. Air Force, Frank implements a strategic, comprehensive approach to financial services. He helps clients create plans designed to achieve their goals through careful assessment, guidance and solutions based on their needs. Frank not only manages his clients’ investments, he also provides income distribution, wealth transfer, wealth protection and charitable giving advice.

With a desire to serve as your educated and committed client advocate, Frank completed the entire academic portion of the CERTIFIED FINANCIAL PLANNER® certification process before entering the financial services profession, gaining the CFP® designation in 1997.

Frank has immersed himself in the intricacies of IRA Distributions since 2003 and remains up-to-date on developments in the area through a number of recurring professional and educational programs. Frank also attained the Accredited Investment Fiduciary™ and Accredited Investment Fiduciary Analyst™ credentials from the Center for Fiduciary Studies. Most recently, he earned the Behavioral Financial Advisor™ designation, and became a Founding "Plank" Owner of the Behavioral Governance Society®. The focus of the Society is to accelerate the development of leaders and stewards serving in critical decision-making roles.

Frank serves his community service in a variety of civic, municipal and Catholic Church organizations. He is a member of the Knights of Columbus in the Fourth Degree and has served as Grand Knight of Council 5806 at Saint Catherine of Siena Parish in Trumbull, Connecticut from 2017-2019.

Previously, Frank has served in the following capacities:

  • President, Rotary Club of Trumbull
  • President, Rotary Club of Trumbull
  • President, Trumbull Chamber of Commerce
  • President, the Trumbull Business Network
  • Member, Trumbull Economic Development Commission
  • Chairman, new elementary school building committee
  • Vice Chairman, Trumbull Board of Finance
  • Deputy Grand Knight of Knights of Columbus Council 5806
  • Parish co-chair with his wife, Dr. Delia Manjoney, for the Annual Catholic Appeal

When he is not working to help his church, clients or community, Frank enjoys golfing with his wife, clients and friends,
and improving his skills to help others achieve their vision and express their values.

The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
Metrusky Retirement Services LLC and Securities America are separate and unrelated companies.