Pacific Wealth Planning
Financial Planning/Services/AdvisorsInsurance: Annuities, IRA's, 401K PlansInsurance: Long Term Care
- 111 Deerwood Drive Suite 175 San Ramon CA 94583
- (925) 660-6044
- (925) 718-5298
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Monday-Thursday 8:30-5:00 pm
Nights and Weekends Hours by Appointment
Glenn has been in the financial services industry since 2015, listening to his clients, and asking questions about their goals. As a financial professional, he recognizes that money is more than just math. He understands that everybody’s views of money are uniquely their own, even those in very similar financial situations may have completely opposite financial goals. Glenn strives to learn as much as he can about his clients. Working closely and asking the right question is integral to helping clients clearly define their personal and financial goals to build a plan they can believe in. During his time in the industry, Glenn has specialized in financial planning for both businesses and individuals, creating compensation strategies for business owners and executives, and consulting on specific insurance and investment products through financial literacy and education.
EDUCATION & CREDENTIALS:
Glenn has obtained his FINRA Series 6, 63, 65 and 7 securities registrations as well as his Life and Health and Variable Contracts Insurance Licenses. He completed the Retirement Income Certified Producer program from the American College of Financial Services ''RICP'', the certification for Long Term Care designation ''CLTC'', and the Accredited Investment Fiduciary designation from FI360 ''AIF''.
In his free time, Glenn is actively involved in his community, serving on the board of directors for his children’s swim team. Glenn is also the Chair of the Danville Chamber of Commerce and founder and president of the Chamber’s Small Business Council.
- Phone: (925) 660-6044
- Send an Email