Email Glenn

(781) 203-5751

Glenn Frank, PFS, MS Tax, MBA

Financial Advisor

Listed by Worth Magazine for 10 years as one of the top 250 US advisors. 2019 Massachusetts FPA Planner of the Year. Senior member investment committees for 25+ years.

Author of the book Your Encore: Retirement Planning Guide - How to Balance Time, Money and Joy.

Frequent speaker - advisor groups, council on aging, community education. Numerous articles, podcasts, seminars and webinars.

Former founding Director of the Master of Personal Financial Planning at Bentley University where he created and taught tax, financial planning, and capstone investment courses for 20 years.

Former Director of Education Lexington Wealth Management (2010 - 2024) Former Wells Fargo SVP, CPA, CFP.