FPA™ MA Awards 2019 Financial Planner of the Year to Glenn Frank (Westborough, MA – January 24, 2020) – The Financial Planning Association of Massachusetts is proud to announce that it has named Glenn Frank of Bedford, MA, as the recipient of its Annual Financial Planner of the Year Award. This award honors a practicing financial planner who has made outstanding contributions to the financial planning profession in the state of Massachusetts. Nominations are made by fellow FPAMA members and judged by a committee of our Past Presidents.
“To be recognized by the FPA of Massachusetts as Financial Planner of the Year is such a proud moment for me professionally and personally. I have been absolutely blessed with outstanding clients and colleagues over the years. I am also forever grateful to our profession as a whole – providing the perfect avocation (or career path) for myself” said award recipient, Glenn Frank, of Lexington Wealth Management.
“With decades of financial planning experience, Glenn has consistently demonstrated the values we look for when selecting our Financial Planner of the Year. His dedication to educating others is a quality that makes him so deserving of this award and we couldn’t be happier for him,” said FPA™ MA President, Brad Wright, CFP®.
About Glenn Frank
Glenn is the Director of Education at Lexington Wealth Management, which provides comprehensive services to their clients. He has 25+ years of experience in investment consulting and financial planning and was recognized in Worth’s magazine’s rankings as one of the country’s Top Wealth Advisors for 10 years. Prior to joining Lexington, Glenn served as Senior Vice President for Calibre Advisory Services, Inc. This position was preceded by a leading role at Tanager Financial Services.
Professor Frank was the Founding Director of the Master of Personal Financial Planning program at Bentley University in 1996 where he taught classes until 2015. Glenn is a frequent speaker at seminars for advisors, as well as community education classes and for council on aging groups. Frequent topics include: the tax-side of investing and an insider’s view of the financial planning industry.
His favorite course is navigating the intersection of Time, Money and Joy. As happiness is so often found in helping others, Glenn frequently directs participants to Encore Boston Network and Empower Success Corps (discovery programs). These local non-profits help people 50 and older determine “What’s Next” by making connections with local charities, matching specific talents with specific needs (weconnectforgood.org).
Glenn lives with his wife Kerrin in Bedford, MA. With the leadership of their children Jordan, Jenna and Cameron—the family is devoted to a grass roots non-profit – The World School.