Glenn S. Tetley, CERTIFIED FINANCIAL PLANNERTM professional, has been helping families and business owners achieve multi-generational financial freedom since 1985. Glenn focuses on strategic wealth management by developing a personal relationship with each client and assessing the most appropriate solution for each individual need. Prior to 1985, Glenn was a California licensed real estate broker and developer. This broad background helps bring a different perspective to the financial planning process for each client.
Besides balancing portfolios for clients, Glenn believes a balanced life is the essence of happiness. In keeping with this philosophy, Glenn is not only dedicated to his wife Carolyn, their children, and grandchildren, but is dedicated to giving back to his community. For over 20 years he has been involved with various charities and non-profits in the area. Glenn and his wife love traveling, and their favorite city to visit is Rome! He also enjoys racquetball, photography, movies, and hiking.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.