
Grant Glenn, CFA, CFP®
Investment Advisory Committee

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About me
Individual Wealth Strategist | Financial Advisor | Co-founder
Education

CFA Institute
2010 - 2014Chartered Financial Analyst (CFA)
Colorado State University
2004 - 2008Bachelor of Science (B.S.) FinanceAtividades e grupos:CSU Tennis Team, CSU Snowboard Team

New York University
2015 - 2016Certificate of Financial Planning (CFP)
Experience

Colorado State University
Jan 2017 - nowInvestment Advisory CommitteeResponsible for advising Colorado State University's board of directors on the investment strategy and liquidity needs of the operating assets for the CSU School System pursuant to Colorado House Bill 08-1002.

Noble Wealth Partners
Jan 2017 - nowCo-founder | Managing Partner | Individual Wealth StrategistNoble Wealth Partners is an investment and financial planning boutique operating with a fiduciary standard of care. Our firm is a "fee-only" practice which means we do not sell insurance or proprietary products, and we don't earn commissions based on the products we recommend. This gives our clients peace-of-mind that we are operating in their best interest at all times. Clients tell us, the greatest benefit to them is having confidence about their financial future. To do this, we partner with you to formulate a tailored planning and investment strategy to achieve your financial goals. By establishing this clear plan of action, clients can focus their time and energy on enjoying their life and spending time with the people they love. Find out more at www.NWPplan.com Exibir menos
Licenses & Certifications

Life & Health Insurance License
Colorado Division of InsuranceJan 2008- View certificate

Certified Financial Planner
CFP BoardNov 2016 - View certificate

Chartered Financial Analyst® (CFA) charterholder
CFA InstituteJan 2014 
Series 65 (score: 88%)
FINRAJan 2015
Series 63 (score: 86%)
FINRANov 2010
Series 7 (score: 94%)
FINRAJan 2011
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