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Our Team

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Frances Lev Makino
Founder & Managing Advisor

Gloria Makino
Financial Advisor & Planner

Bernie Makino
Financial Advisor

Who We Are

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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

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Molly
Receptionist
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Odin
Security
Chomper
Branch Manager

Makino Financial

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Makino Financial and IFG are unaffiliated entities.

 

IFG Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  Background check available on BrokerCheck.

 

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.​​

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