Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® Email and Phone Number
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® work email
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Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® personal email
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® phone numbers
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® is a Advanced Portfolio Strategies, Managing Partner at Advanced Portfolio Strategies. They possess expertise in estate planning, securities, investments, financial strategies, fixed annuities and 6 more skills. They is proficient in Spanish and Japanese. Colleagues describe them as "My entire family is deeply grateful for Glen Michel. A number of years back, my elderly father was losing a lot of money in the stock market. I tried to get him to reallocate his portfolio, but he refused. At my wits end, I reached out to Glen for help. Glen met with my father and earn his complete trust. Glen recommended a strategy which would keep my father in his home by providing consistent cash flow for the rest of his life. Glen was directly involved in ensuring my father lived out his years without financial stress. What we did not know was the surprise my siblings and I received after our father passed years later. Glen wrote the policy so that each of us received an unexpected payout from the policy. More importantly, Glen was there for us to help us through this difficult time. He did not let us work with the insurance company, he simply took care of everything. Glen, you gave my father many years of peace and happiness. Thank you. " and "Integrity, intelligence and ability to present complex tax solutions in very simple and compelling plans."
Advanced Portfolio Strategies
View- Website:
- advancedportfolios.com
- Employees:
- 5
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Managing PartnerAdvanced Portfolio Strategies Jan 2023 - PresentTorrance, Ca
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Managing Director & Co-OwnerAdvanced Portfolio Strategies Jan 2011 - Jan 2023Torrance, CaAPS is a fully independent Registered Investment Advisory (RIA), that serves a highly diversified individual and corporate clientele. We are multilingual (English, Japanese, Portuguese, and Spanish) and as independent fee-based financial planners, we have the freedom to support our clients with the guidance and tools we believe they need. In addition, we have fiduciary duty, a standard that exceeds the obligation that many advisors have to their clients. We purposefully chose our corporate structure to include this standard because we embrace the importance of serving our clients' best interests at all times.APS is also an independent registered general insurance agency, which means we are not tied to any single insurance carrier or general agency. This independence allows us the freedom to canvass the market for the best and most suitable insurance products, should there be a need to do so.Advisory services are provided by APS Management Group, Inc. a Registered Investment Adviser. CA Insurance License #0E59657
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Financial Services ProfessionalNew York Life Insurance Company Jan 2005 - Dec 2010Torrance, Ca -
PrincipalGlobal Market Strategies May 2000 - Dec 2004International Business and Trade Consulting.
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Managing Director, Global Market Entry PracticeDeloitte & Touche Llp Jun 1994 - May 2000International Business and Trade Consulting. -
International TaxArthur Andersen & Co. Feb 1993 - May 1994International Tax and International Trade.
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Various PositionsJapanese Work Experience Oct 1988 - Jan 1991International Commercial Real Estate Investments -- TokyoInternational Public Relations -- TokyoBusiness English Language Instruction -- Tokyo
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® Skills
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® Education Details
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International Finance/Management -
Fi360 A Broadridge® CompanyAif®, Accredited Investment Fiduciary -
Chfc®, Chartered Financial Consultant -
Life Underwriter Training Council Fellow
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Oriental Studies/Business -
Japanese Language, Economics, Business
Frequently Asked Questions about Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf®
What company does Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® work for?
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® works for Advanced Portfolio Strategies
What is Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf®'s role at the current company?
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf®'s current role is Advanced Portfolio Strategies, Managing Partner.
What is Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf®'s email address?
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf®'s email address is ga****@****ife.com
What is Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf®'s direct phone number?
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf®'s direct phone number is +131025*****
What schools did Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® attend?
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® attended Thunderbird School Of Global Management, Fi360 A Broadridge® Company, The American College Of Financial Services, The American College, University Of Arizona, Kansai Gaidai University.
What are some of Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf®'s interests?
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® has interest in International Travel, Shotokan Karate, Yoga, Black Belt, Mountaineering And Trekking.
What skills is Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® known for?
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf® has skills like Estate Planning, Securities, Investments, Financial Strategies, Fixed Annuities, Retirement, Insurance, Retirement Planning, Wealth Management, Life Insurance, Mutual Funds.
Who are Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf®'s colleagues?
Glen A. Michel, Mba, Chfc®, Clu®, Aif®, Lutcf®'s colleagues are Gerwin De Haan.
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