Meet the Team

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Current Role

• Lola is the founder and oversees the ins and outs of CCC Total Financial Services. She also provides tax preparation, accounting services, and other miscellaneous services.

Languages Spoken

• English (Native & Proficient)
• Portuguese (Native & Proficient)
• Spanish (Limited Working Proficiency)

Current Role

• Frank oversees the growth and development of CCC Total Financial Services. He also provides tax preparation, accounting services, real estate services, and other miscellaneous services. He also provides insurance services through our partner company, Silverio Insurance.

Languages Spoken

• English (Native & Proficient)
• Portuguese (Native & Proficient)
• Spanish (Limited Working Proficiency)

About Frank

• Frank was born in Cambridge, MA. He is a son to a Portuguese-Brazilian family. His passion is being involved and immersed in the Portuguese and Brazilian communities as well as supporting the other communities that he is a part of. Frank currently resides in Derry, NH and has lived there for over 15 years. Hard work and respect stem as an important aspect from his family. He is a young, hardworking, motivated individual. Being young, he is constantly learning and growing to achieve better. Frank brings a new and different perspective to everything he does.

Career Experience

• Tax Preparation: 3+ Years
• Accounting Experience: 3+ Years
• Real Estate Services: 6+ Years
• Insurance Services: 1+ Years

Career Overview

• Frank comes with experience in various different fields from banking to real estate to financial services. He worked at a credit union prior to joining CCC climbing up the ladder from a Teller to a Financial Service Representative to a Commercial Credit Analyst. He provided services, such as, opening various bank accounts, assisting in various loan applications, and analyzing lendability of various types of companies looking for commercial loans through their financials and taxes. Taking this experience, Frank has been able to provide a full circle approach to his clients with their financial needs from tax planning to financial planning to insurance planning to real estate investing.

Education/Certifications

• BS Economics and Finance, SNHU (2020)
• MS Finance, SNHU (2022)

Licensures

• MA Licensed Insurance Producer (Since 2023)
• MA Licensed Real Estate Salesperson (Since 2018)
• NH Licensed Insurance Producer (Since 2023)
• NH Licensed Real Estate Salesperson (Since 2018)
• Notary Public (Since 2018)

Organizations

• Filarmonica Santo Antonio Cultural Center, Vice-President

Fun Facts

• Countries I have vacationed in: Brazil, Portugal, Spain, Canada
• States I have lived in: Massachusetts, Maine, New Hampshire
• Favorite Food: Portuguese Food
• Favorite Ice Cream Flavor: Cookies & Cream
• Favorite Soccer Team: Sporting CP