Summary
Frank Lettiere is a client-focused financial professional and former trader with 11 years of market experience who now blends quantitative skills and software/data analysis to help individuals and families make smarter retirement and tax decisions. Based in Chicago, he serves as a primary relationship point for Roth conversions, income planning, and long-term wealth coordination while leveraging Python, Java, and SQL skills earned through a PennX certification. His background spans senior options and floor trading roles through quantitative services and trade systems support, bringing a rare combination of hands-on trading intuition and analytic rigor to client advisory work. Frank also runs operations for a senior care firm and has commercial real estate investing experience, reflecting an ability to translate complex financial strategies into practical, multi-disciplinary solutions.
11 years of coding experience
Bachelor of Science (BS), Mathematics and Economics, Bachelor of Science (BS), Mathematics and Economics at University of Illinois Urbana-Champaign