Corey Frank
Financial Advisor
Designations: CFP®
Financial Advisor Corey Frank is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s Bel Air, Maryland, office. The holder of a Bachelor of Science degree (Finance), and a Master of Business Administration (MBA) degree, both from Pennsylvania’s Gannon University, Corey has more than twenty years of experience in the financial sector, having worked for industry giants, TD Ameritrade and Charles Schwab, and for smaller, independent firms that offer more personalized, direct service. When asked about his client-first advisory philosophy, he said: “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.” Married (Kristine), with two children (Hannah and Lucas), in his spare time the resident of Fallston, Maryland, fishes, coaches, and endeavors to spend as much time as his advisory and familial responsibilities will allow enjoying everything about the outdoors.
Education and Certifications
Who I Best Work With
What Guides My Approach
Financial Advisor Corey Frank is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s Bel Air, Maryland, office. The holder of a Bachelor of Science degree (Finance), and a Master of Business Administration (MBA) degree, both from Pennsylvania’s Gannon University, Corey has more than twenty years of experience in the financial sector, having worked for industry giants, TD Ameritrade and Charles Schwab, and for smaller, independent firms that offer more personalized, direct service. When asked about his client-first advisory philosophy, he said: “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.” Married (Kristine), with two children (Hannah and Lucas), in his spare time the resident of Fallston, Maryland, fishes, coaches, and endeavors to spend as much time as his advisory and familial responsibilities will allow enjoying everything about the outdoors.
More About Corey:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
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30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
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