Our Qualifications

At Financial Assets, Inc., our principals and key staff have a combined 50 years of serving the strategic financial management needs of individuals and businesses from "Wall Street to Main Street".

* Frank K. Hoerner, CFP® (Certified Financial Planner) CFP Board founded Financial Assets, Inc. in 1984, as a consulting corporation working primarily with closely held corporations. Mr. Hoerner`s primary focus is designing financial and estate plans for business owners, senior executives and other professionals. His background includes over thirty years of experience in accounting, taxation, investment management and financial planning. Mr. Hoerner specializes in asset management, wealth preservation strategies and business financial consulting. Mr. Hoerner is a member of the International Association for Financial Planning, the Institute of Certified Financial Planners, The International Board of Standards and Practices for Certified Financial Planners, and the Registry of CFP Licensed Practitioners.

* In 1985 Gerald "Gary" Fodor, CBA, CFA joined Financial Assets, Inc. Mr. Fodor has earned the professional designations Certified Business Appraiser from the IBA (1993) Institute of Business Appraisers and a Chartered Financial Analyst from the AIMR (1981). His primary focus is business appraisal project management, technical review and due diligence and expert witness testimony. Mr. Fodor has authored articles on valuation issues and lectures to professional groups and other organizations. In his career Mr. Fodor has been involved in over 500 cases with $1.5 billion in value. In 1996 he was appointed to the USPAP Issue Resources Panel of the Appraisal Standards Board which is an industry association authorized by Congress as the source for establishing appraisal industry ethics and practice standards. In 1999 Mr. Fodor was named the Southeast Regional Governor for the IBA in which he participates in conferences, seminars, meetings and other activities directed toward assisting financial professionals in mastering business appraisal skills. He also serves on the national Ethics Committee for the IBA.

At Financial Assets, our basic conviction is to provide representation for the investor, whether individual or business and to address their unique problems with comprehensive professional services.