May 2, 2022 • ISSUE 621
The Fulfillment of Retirement Planning
MIU alumnus Matthew Frank has been a private financial advisor with Ameriprise Financial Services for 31 years. He is also a member of the MIU Planned Giving Professional Advisors Team.
Matthew grew up on Long Island and learned the Transcendental Meditation® technique in high school. “I always thought there was something more to life,” he said. “I knew this was what I had been looking for, and it was life-changing for me.”
During his freshman year at the University of Florida, he took the Science of Creative Intelligence® course, and in 1975 transferred to MIU’s new Fairfield campus. He completed his bachelor’s degree in interdisciplinary studies in 1979. For the next ten years he worked as a futures trader in Kansas City, Minneapolis, and New York. Since 1991 he has been a financial advisor and retirement planner in the Philadelphia area.
Matthew likes his job because he can help people achieve their financial and retirement goals. He also appreciates the lasting client relationships and friendships he has cultivated, which span an average of 20 years.
He has maintained his regular TM® practice over the years and the connections he made at MIU. “My TM practice has created a lifelong commitment, enjoyment, and enfoldment of knowledge,” he said. “There is an ongoing silence in all of my activities that helps me as a trader and advisor by giving me a perspective with my clients and in my personal life.”
Matthew splits his time between Philadelphia and Miami, and likes to take regular road trips to visit his clients around the country. He also enjoys traveling abroad, sports, reading, and the arts.