With well over a decade of experience in the financial services industry, Glen experiences great satisfaction assisting people in making the most of their financial resources. He helps his friends and clients grow their assets and manage their expectations through the use of an assortment of financial strategies such as Educational Planning, Pre- and Post-Retirement Planning, Tax Planning, Estate and Legacy Planning, Goal Planning, and Long Term Care Planning.
A financial advisor with office of Financial Network Wealth Advisors. Glen employs a customized, team managed approach to wealth management. Glen’s role is assisting clients in making informed decisions about their retirement plans, investment portfolios, and financial legacy issues. The end result is to employ a team of professionals that helps clients pursue greater financial independence.
Glen graduated from Johnson and Wales University in Providence, Rhode Island, with a Bachelor’s Degree in Food Service Management. He holds the following Securities Registrations: series 7, 52, 63 & 65, along with his Life, Health, Disability, Long Term Care, and Property and Casualty Insurance Licenses with the State of California. Glen is a Certified Divorce Financial Analyst working with Family Law Attorneys and Mediators to help people going through legal separation/divorce receive a fair and equitable distribution of assets. Additionally, Glen has served as a speaker in the public forum on an assortment of financial topics.
Glen’s emphasis is on financial planning for individuals, trusts, and private business owners. Glen’s practice encompasses fee-based planning, retirement plans, asset allocation plans, separately managed accounts, and insurance, all with a team approach in mind. His office is uniquely staffed with professionals who can assist in almost every area of financial planning as well as having a network of attorneys and accountants with whom he works.
In Glen’s free time, you can see him spending time with his 2 nieces and nephew as an active participant in their lives, volunteering his time in the kitchen catering fund raising events for different organizations, biking, camping and hiking, watching and participating in different sporting activities, running or just plain relaxing with a good book. Additionally, Glen is an active member in the Point West Rotary Group.
Securities and Advisory Services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC) member FINRA, SIPC, a broker/dealer and Registered Investment Advisor. State of California Insurance License #0C96147. Cetera is under separate ownership from other named entity.