Corey Frank
Financial Advisor
Designations: CFP®
410-515-6310
Financial Advisor Corey Frank is a CERTIFIED FINANIAL 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.
Financial Advisor Corey Frank is a CERTIFIED FINANIAL 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.
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- Corey Frank, Allworth Financial Advisor
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.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — 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
23,000+ Clients
Best in Class Advisors
NBRI3
Best in Class Ethics
NBRI3
30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
Barron's1
