Meet Our Coaches

Why The College Funding Coach?

If I hadn’t become a financial advisor, I’m not sure I would have learned the strategies that helped me take care of my family and successfully fund my daughters’ college educations. As a former journalist, I’ve always been fascinated by people’s stories. How did you get here? What motivates you? What are your goals? What keeps you up at night? Most importantly, what would happen if you couldn’t achieve the goals that matter most to you?

For more than four decades, I have helped individuals and families answer those questions and develop plans to move forward with confidence. College funding is one of the most important financial challenges families face today, and The College Funding Coach® provides an outstanding platform to educate parents and help them make informed decisions.

One lesson I’ve learned over the years is that no one has all the answers. If a client presents a situation outside my expertise, I know how to connect them with the right resources and professionals. My role is to listen, understand, and help families find solutions that align with their goals and values.

Area of Focus for Delivering LKS Workshops

McLean and Arlington, Virginia
Open to serving families throughout Fairfax County
Public and private educational organizations

A Little More About Frank

Background

Frank Surette has been a financial advisor for more than 44 years. After earning his MBA, his first two employers were acquired within his first three years in the workforce. Those experiences convinced him that entrepreneurship and independence were the right path for his future.

Frank joined John Hancock Life Insurance Company in 1982 and later transitioned to MassMutual in 2001. In 1989, he established his own office with two business partners and has spent decades helping families and business owners navigate important financial decisions. Throughout his career, he has built a reputation for listening carefully, providing thoughtful guidance, and maintaining a positive outlook regardless of the challenges clients face.

Professional Accomplishments

• More than 44 years of experience in financial services
• Qualified for numerous sales and professional recognition awards through John Hancock and MassMutual
• Served 22 years on the board of his professional association, culminating in his role as President from 1992–1993
• Served in the US Navy, 1968-71
• Chaired the organization’s charitable golf tournament for 12 years
• Proudly helped put both of his daughters through college without student loan debt
• Celebrating more than 45 years of marriage

Education

• Syracuse University, Bachelor’s Degree, 1977
• Babson College, MBA, 1979

Community Involvement

• Life Member, Disabled American Veterans
• Former board member and president of his professional association
• Longtime supporter of charitable fundraising initiatives through community golf events

When He’s Not Working

Frank is a devoted New England Patriots fan and enjoys spending as much time as possible on Cape Cod. His grandfather built the family’s waterfront cottage in 1935, and it has remained in the family for nearly ninety years. Summers on the Cape are filled with family, cool ocean breezes, golf, lobster, quahogs, and the simple pleasures that have made it one of Frank’s favorite places in the world.