Grant Glenn, CFA, CFP®

Grant Glenn, CFA, CFP®

Investment Advisory Committee

Followers of Grant Glenn, CFA, CFP®974 followers
location of Grant Glenn, CFA, CFP®Denver, Colorado, Estados Unidos

Connect with Grant Glenn, CFA, CFP® to Send Message

Connect

Connect with Grant Glenn, CFA, CFP® to Send Message

Connect
  • Timeline

  • About me

    Individual Wealth Strategist | Financial Advisor | Co-founder

  • Education

    • CFA Institute

      2010 - 2014
      Chartered Financial Analyst (CFA)
    • Colorado State University

      2004 - 2008
      Bachelor of Science (B.S.) Finance

      Atividades e grupos:CSU Tennis Team, CSU Snowboard Team

    • New York University

      2015 - 2016
      Certificate of Financial Planning (CFP)
  • Experience

    • Colorado State University

      Jan 2017 - now
      Investment Advisory Committee

      Responsible 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 - now
      Co-founder | Managing Partner | Individual Wealth Strategist

      Noble 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 Insurance
      Jan 2008
    • Certified Financial Planner

      CFP Board
      Nov 2016
      View certificate certificate
    • Chartered Financial Analyst® (CFA) charterholder

      CFA Institute
      Jan 2014
      View certificate certificate
    • Series 65 (score: 88%)

      FINRA
      Jan 2015
    • Series 63 (score: 86%)

      FINRA
      Nov 2010
    • Series 7 (score: 94%)

      FINRA
      Jan 2011