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Glenn Stephenson, CFP®
LPL Registered Principal
Education & Background
Glenn has been in the financial services industry for over 20 years and brings to our firm a solid knowledge of Estate Planning strategies as well as wealth preservation strategies dealing with concentrated stock positions. Glenn graduated from Farleigh Dickinson with honors in Finance. Following this degree he added his Certified Financial Planner designation in 1987. He then went on to advise high net worth clients at the firm Growth Planning Inc. in New Jersey. For the past few years Glenn has assisted clients of Private Wealth Management in estate, insurance and investment services. |
Investment Philosophy
Diversify, Protect, and Lower Taxes are Glenn’s driving theme when meeting with clients. By utilizing strategies to minimize taxes on estates he is able to provide more dollars for heirs while limiting the governments’ take through estate taxes. In addition, he can use certain hedging strategies to preserve the value of focused positions as well as arrange for the proper trusts to protect our clients wealth. Wealth Preservation is a cornerstone at our firm and Glenn is well suited to educate our clients on the various ways to protect assets, minimize taxes, and provide a secure legacy to loved ones.
Interests & Hobbies
Glenn is an avid golfer and still maintains a single digit handicap after years of playing amateur events. While golf may be his passion, his love of family is well rooted. He is a husband to a wonderful wife and father of three daughters ages 14, 12, and 9. An animal lover at heart, his best friend is who else but his male labrador retriever named Hogan. He continues to be a featured speaker at many financial conferences and hopes to write a book someday on the keys to preserving wealth.