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Glenn Cunningham

Glenn Cunningham

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location of Glenn CunninghamTemecula, California, United States

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  • Timeline

  • About me

    Financial Strategist | Self-Storage Development | HNW Tax Reduction | CFP®professional | USMC Combat Vet |

  • Education

    • Great Valley High Scool

      -

    • University of Pittsburgh

      1982 - 1986
      B.A.

  • Experience

    • United States Marine Corps

      May 1987 - Nov 2011
      Major

      Top Secret-SCI clearance. 2011: I MEF, G-7, Fiscal Officer2009: OPERATION ENDURING FREEDOM, Helmund Province, 4th LAR OpsO2008: 4th Light Armored Recon Bn, Operations 1995: 1st Light Armored Recon Bn, B Co., Company Commander.1994: Armor Officer Advanced Course, Ft Knox, KY1993: MCRD San Diego, Recruit Training Regiment, Operations Officer1992: MCRD San Diego, 2nd Bn, G Co. Company Commander1991: OPERATION DESERT STORM, Kuwait, BLT 3/1 S-3 Liaison1990: 3rd Bn 1st Marine Regiment, Hq Co., Operations Training Officer1988: 3rd Bn 1st Marine Regiment, L Co., Platoon Commander1987: The Basic School & Infantry Officers Course, Quantico VA Show less

    • Merrill Lynch

      Nov 1997 - Nov 2005
      Senior Financial Advisor

      Private Client asset management and financial advisory services specializing in options strategies in conjunction with equity investments for enhanced portfolio returns.

    • Nexcore

      Dec 2005 - Jan 2008
      Managing Director, CERTIFIED FINANCIAL PLANNER™ professional

      Niche private equity and asset management. San Diego California.

    • AirOptions Aviation

      Jan 2008 - Dec 2015
      Co-Founder

      Founder and President of AirOptions Aviation. The company was conceptualized in 2007, formed in 2008, and changed ownership in December 2015. Specialization in air-taxi, turboprop and jet aircraft.

    • BrokersXpress

      Feb 2008 - Dec 2011
      Investment Adviser, CERTIFIED FINANCIAL PLANNER™ professional

      Licensed securities trader and CERTIFIED FINANCIAL PLANNER™ professional specializing in risk-managed portfolio strategies and financial advisory services. Developed six proprietary investment strategies to create your portfolio allocation including: Micro Cap Masters, Small Cap Masters, International, Multi Cap Power, All Cap Value and All Cap Dividend.

    • Laurel Ridge Sport Horses

      Nov 2011 - Aug 2015
      Business Advisor

      Advisor to sport horse ranch at Laurel Ridge Sport Horses. The facility was sold to new ownership who took over in August 2015. The facility specialized in training and sales of championship horses, with an emphasis on the purchase and importation of European Warmbloods for sale and lease.

    • GC Asset Management

      Jan 2012 - now
      Founder, President, CFP® professional

      As a business owner, I enjoy helping CPA's shift from competing as a commodity to a proactive trusted advisor who acts as a "one-stop shop" for their clients. My passion is developing relationships with trusted advisors and clients to create personalized solutions for their business and personal financial needs. Business solutions may include reduced business risk, business expense savings, increased EBITDA, increased capacity for growth, financing business expansion, reduced out of pocket cost of life insurance, leave more qualified plan money to beneficiaries, getting more value out of a business exit, creating business liquidity, reduce taxes on windfall. Personal financial solutions may include optimizing cash-flow, managing net-worth, income and growth investments, accumulation strategies, hybrid life-long-term-care insurance, and advanced estate strategies. Show less

    • Triton Storage Group

      May 2023 - now
      Co Managing Partner

  • Licenses & Certifications