About Us

Rooted in Relationships. Driven by Purpose.

At Arens Wealth Partners, we believe financial advising isn’t just about numbers — it’s about people. We exist to help clients cut through financial complexity and feel confident in their decisions, especially at life’s most important moments.

Whether you’re preparing for retirement, navigating major life changes, or simply ready for a deeper level of advice, we’re here to help you move forward with clarity, confidence, and control.

Our Core Values

Always putting clients first.

Clarity

We simplify the complex, so you always understand where you stand.

Confidence

We guide you with transparency, data, and a plan that fits you.

Control

We empower you to make informed decisions and stay aligned with your goals.

How We Work

We don’t start with products. We start with people.

Through a deep discovery process, we take time to understand your goals, values, and the legacy you want to build. Every plan is tailored — not just to your finances, but to your life. And as your world evolves, we adapt the plan with you.

Our process includes:

• Thoughtful goal discovery

• Clear, customized financial strategies

• Ongoing monitoring and portfolio alignment

• Advanced tax planning and estate coordination

• Collaborative support with your broader financial and legal team

Let’s Build Your Future

We’re more than a firm — we’re a partner for the long term. Whether you’re an existing client transitioning with us or someone seeking qualified guidance, welcome to Arens Wealth Partners. A new experience in comprehensive wealth management.

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A man with red hair, glasses, and a beard wearing a dark suit, white shirt, maroon tie, and American flag lapel pin, smiling in front of a gray background.

Our Founder

Frank A. Arens

Financial Advisor

A Lifelong Passion, a Client-First Mission

Frank’s interest in finance began early—at just 12 years old—driven by a fascination with how money and economics shape people’s lives. That passion grew into a career focused on helping others navigate financial decisions with clarity and confidence.

Following a successful tenure at a national firm—where he earned multiple industry awards for his client-first approach—Frank founded Arens Wealth Partners to deliver more personalized strategies grounded in planning, adaptability, and lasting impact.

Strategic, Personalized Advice

As a fiduciary, Frank focuses on financial planning, tax strategies, and retirement income. His process begins with understanding what matters most—then crafting a plan that aims to help minimize taxes, manage wealth, and adapt as life evolves.

Collaborative and Community-Driven

Frank partners with CPAs, attorneys, and LPL’s strategic team that aims to ensure every decision aligns with your broader goals. A Long Beach native, he also gives back through leadership roles with the Boys and Girls Club, the Grand Prix of Long Beach, and several charitable organizations.

See how we stack up in the industry.

Comprehensive Planning Is Rare.

Most Advisors Don’t Offer It.

Don’t Deliver

Say They Do

Actually Do

Most financial advisors describe their process as full-service.

In fact, 85% say they offer wealth management — but only 6% deliver a comprehensive planning process. (Sources: CEG Insights, August 2023; Kitces Research, January 2024)

Comprehensive planning means your investments, taxes, retirement income, and estate decisions work together—in one clear strategy.

In practice, many clients receive a narrower scope than they expect — often limited to portfolio conversations, product recommendations, and one-off projections.

When these areas aren’t coordinated, it can lead to avoidable taxes, misaligned risk, and missed opportunities.

If tax, estate, retirement, and multigenerational planning aren’t integrated, “wealth management” may be more of a label than a coordinated process.

If you’re unsure what’s included in your current relationship, a second opinion can help you clarify it quickly.

Get the advice you deserve.

Today.

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