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Our financial advice team


Matthew B Frank

Matthew B Frank

CRPC®, APMA®

Private Wealth Advisor

Franchise Owner
The Doylestown Private Wealth Group
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies

Interests

  • I've been practicing Transcendental Meditation since 1974, and enjoy a holistic lifestyle.
  • I enjoy traveling, sports, reading, movies & art.
  • Family & friends are an important part of my life.

Awards & recognition

  • Ameriprise Circle of Success, 2018

Qualifications

  • Chartered Retirement Planning Counselor SM

Education

  • B.A., Maharishi International University, 1979

Previous experience

  • Special Assistant to the Commissioner of the Civil Rights Commission, Washington D.C., 1990 - 1991
  • Platinum Futures Commodity Trader, Phillip Brothers, New York, NY, 1989 - 1990
  • Independent Gold, Silver, & Copper Futures Trader, COMEX Exchange Member, New York, NY, 1985 - 1989
  • Exchange Member - Coffee, Sugar, Cocoa Exchange & COMEX, Merrill Lynch, New York, NY, 1981 - 1985
  • Independent Trader, Minneapolis Grain Exchange & Kansas City Board of Trade, 1979 - 1981
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