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New Era Financial, LLC
Interested in attending an educational retirement planning seminar or event at no cost or obligation?
At New Era Financial, LLC, we want to equip you with the insights and resources necessary for a prosperous retirement journey. Join one of our workshops today and embark on the path to your retirement dreams.


Frank J Davis III
President
With over 20 years of experience in the financial industry, Frank is dedicated to helping individuals navigate retirement planning with confidence. His passion for financial education stems from a first-hand experience where an agent of his own took advantage of his trust and lack of knowledge. Determined to prevent others from facing the same challenges, he committed himself to gaining expertise and empowering clients to make informed decisions.
Frank specializes in retirement planning, focusing on client education and risk management strategies to protect against the five biggest risks in retirement. His approach sets him apart—he prioritizes understanding each client’s unique situation before evaluating opportunities for improvement. By providing a personalized retirement report card reviewed annually, he ensures clients stay aligned with their financial goals. Whether retired or approaching retirement, clients trust Frank for his transparency, education-first approach, and commitment to their long-term financial security.
Frank was born in Ocean County, New Jersey where he still currently resides with his family. He and his wife have built a large family with 3 kids of their own, one step son, 4 adopted children, and the newest addition, a beautiful granddaughter. After spending years coaching his sons in football, they now enjoy watching it together as often as they can.
