Focus
Matt Frank approaches financial advising with a strong sense of purpose: to help individuals and families build, manage, and transition their assets with clarity and care. Drawing on his background in sociology, Matt values meaningful connections and thoughtful service. Clients appreciate his practical mindset and focus on helping them make informed financial decisions that reflect their values and priorities. Whether guiding clients through life’s transitions or addressing complex financial questions, Matt remains mindful of costs and committed to providing attentive service.
Outside the Office
Outside of work, Matt and his wife enjoy an active lifestyle that includes hiking, traveling, and experimenting with new recipes in the kitchen. Whether trying out local trails or planning their next trip, they enjoy creating shared experiences. At home, they love spending time with their dog, Niu Niu, and often unwind with movie nights or karaoke sessions. Having grown up in Bellevue, WA, and Petaluma, CA, Matt draws on his West Coast roots while embracing opportunities to explore new places and cultures.
CA Insurance License Number: 0H48211
