“For me, this is more than a job, even more than a career–it is a calling.”
Professor Glenn Frank, MST, MBA
Career Highlights
Named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth.
Professor Glenn Frank is currently the Director of Education at Lexington Wealth Management.
He was the Founding Director of the Master of Personal Financial Planning at Bentley University.
He has been interviewed by the Wall Street Journal, Reader’s Digest, Financial Planning, the Boston Globe, etc.
He is a frequent speaker drawing on his 30 years of experience as a financial advisor to share insights on finding a balance between Time, Money and Joy.
Full Bio
With 30 years of experience in financial planning and investment consulting, Glenn has become a thought leader in the industry.
He has been a speaker at conferences sponsored by organizations such as: State Street Global Advisors, Financial Planning Association, MA Society of CPAs, Boston Estate Planning Counsel and the National Association of Personal Financial Advisors.
In addition to founding Time, Money and Joy, Glenn still enjoys providing wealth management services for individuals and families and he is currently the Director of Education at Lexington Wealth Management.
Glenn was a partner at Tanager Financial Services, where he played an integral role in growing the firm to over $2 billion in assets under management before the firm was sold to Wachovia’s Calibre Advisory Services. Glenn served on the investment committee for both firms. At Calibre and its successor firm Wells Fargo, he was a Senior Vice President and Senior Investment Strategist. He provided consultative wealth management services for high net worth families.
Glenn’s college teaching experience is extensive. Since 1985 he has taught a large variety of courses in investments, individual and business taxes, insurance and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He was a member of the program’s advisory board and taught portfolio construction courses within the program, Portfolio Management and Investment Vehicles.
Glenn is on the board of The World School, a charity co-founded by his son, Jordan. He enjoys spending time with his wife and three children, playing tennis and rooting for the Boston Celtics.