Corey Frank
Financial Advisor
CFP®
Corey Frank is a CERTIFIED FINANCIAL PLANNER® professional in Allworth’s Bel Air, Maryland, office. The holder of a Master of Business Administration and a Bachelor of Science in Finance from Pennsylvania’s Gannon University, Corey has more than 25 years of experience in the financial sector, having worked for industry giants TD Ameritrade and Charles Schwab, as well as for smaller, independent firms offering more personalized, direct service. When he’s not working, Corey enjoys fishing, coaching, and spending as much time as possible outdoors. He lives in Fallston, Maryland, with his wife, Kristine, and their two children, Hannah and Lucas.
I believe that a well-crafted financial plan is the foundation of any successful advisory relationship. Without a clear plan in place, it’s difficult to know exactly what we are working toward. That’s why I prioritize taking the time to truly understand each of my client’s goals, motivations, and the concerns that keep them up at night. Together, we then craft a customized financial plan that serves as a roadmap to a secure and financially stress-free retirement. Throughout our relationship, my clients can expect attention to detail, prompt communication, and a deep dedication to their well-being.
Financial planning is more than just a profession for me; it’s a true passion. Each client’s situation is unique, and I view every financial plan as an opportunity to craft tailored strategies and guidance. For me, understanding the individual nuances of a client’s life is key to developing a plan that is both practical and effective. My greatest satisfaction comes from seeing my clients satisfied.
My passion is to help clients achieve their unique vision of financial success and peace of mind so they can spend their time doing whatever it is they most enjoy doing.
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