About

Pelican Wealth Advisors, LLC, is a Registered Investment Advisor firm and Pelican Financial Group, Inc, is a licensed insurance agency.  Both companies were founded by Frank Ragonese, Ph.D., (“Dr. Frank”), and specialize in applying risk management expertise to retirement income and legacy planning.  Services include investment income portfolios, fixed annuities with increasing lifetime income, 401K/IRA rollovers, strategic Roth IRA conversions, tax-advantaged IRA wealth transfer, Medicare supplements, long term care and life insurance.  
 
Pelican Wealth Advisors, LLC and Pelican Financial Group are located at 27499 Riverview Center Blvd in Bonita Springs, FL.  Serving Naples, Bonita Springs, Estero, Fort Myers, and Cape Coral from their Florida office. For more information, call (239) 985-4098 or visit www.PelicanWealth.com