FD

Frank Deluca, CTS®, CFS®, CAS®, CIS™, CES™, MSFS

Member in Good Standing
Wealth Advisor, Vice President
Mountainside, NJ
CTS® CFS® CAS® CIS™ CES™
Link copied

About Frank

Frank Deluca is a vice president and wealth advisor with more than 20 years of financial industry experience.

Mr. Deluca works to develop and maintain client relationships in the areas of asset allocation, retirement planning, and trust and estate planning.

Prior to joining Beacon Trust, he was a client manager and wealth management banker at Bank of America Merrill Lynch for six years. He was responsible for a portfolio of 400 households with $100 million in total deposits and investments, as well as $75 million in loans. He assisted clients with cash flow needs, mortgage planning and other credit needs. Earlier, Mr. Deluca was a licensed financial consultant at PNC Bank and an annuity specialist with AllianceBernstein. He also has experience with life insurance products, annuities, tax preparation, mutual funds, residential lending and securities-based lending.

Mr. Deluca received a bachelor’s degree in international business management from Kean University. He holds life and health insurance licenses in New Jersey and also acquired his series 7 and 63 certifications with his prior company

Education

Master of Science in Financial Services (MSFS)
Bachelor's degree
Associate's degree

Licenses

Life
Accident & Health

IBF Designations

Certified Tax Specialist
Tax planning strategies for individuals, businesses, and retirement accounts.
Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
Interested in earning an IBF designation? Explore all programs

Contact Frank

Mountainside, NJ
Email

At a Glance

IBF Designations 5
Member Since 2013
Join 30,000+ professionals
Build your expertise with IBF designations.
Explore Programs
Practitioner-Reviewed education since 1988
Profile verified · March 2026

What makes an IBF-designated advisor different?

1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.