

Our Team
Frances Lev Makino
Founder & Managing Advisor
Gloria Makino
Financial Advisor & Planner
Bernie Makino
Financial Advisor
Who We Are

Frances Lev Makino, Founder & Managing Advisor
Frances founded Makino Financial in 1989, having started her career at PaineWebber. She earned her BS in business from the University of Maryland, College Park and pursued an MBA at Loyola College. She has taught personal finance at the College level, and continues to educate by teaching Financial Fitness at local organizations and to small groups.

Gloria Makino, Financial Advisor & Planner
Gloria joined Makino Financial in 2021 after earning her Certificate in Financial Planning from NYU and her B.A. with honors from Barnard College of Columbia University. She lives with her husband and toddler, and loves when her passion for crunching numbers helps people live happier lives.

Bernie Makino, Financial Advisor
Bernie joined Makino Financial in 2021. He previously owned his own small business, which combined his interests in travel and entrepreneurship. He majored in Economics at Earlham College. Outside of work, he enjoys playing softball, singing in choir, and his two dogs.
Home Office Staff

Molly
Receptionist

Odin
Security
