Frank Simonelli

Current Employers

Financial Coaching Partners Llc

Somis, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-11

CA RA
APPROVED

Since 2026-03-11

Branch Locations

Somis, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Financial Coaching Partners, Llc	Somis	CA	01/2016	Present

01/2016 → Present

Financial Coaching Partners, Llc

Somis, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-03-10

S65 Uniform Investment Adviser Law Examination

2026-03-10

Other Names

Tre Simonelli