Glenn Brown, Cfp®, Crpc, Mba Email and Phone Number
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Glenn Brown, Cfp®, Crpc, Mba phone numbers
As a fee-only CFP®, I help motivated people take control of their planning and investing, so they can balance kids, aging parents and financial independence. I'm a Certified Financial Planner™, Chartered Retirement Planning Counselor, portfolio manager, fiduciary and founder of PlanDynamic LLC, a Registered Investment Advisor. Together, we manage all financial aspects to live and share the life you want. This includes retirement planning, investment management, tax planning, cash flows, funding & distribution strategies, college savings & aid strategies, debt management, employer benefits, entitlements, risk mitigation and estate planning.
Plandynamic
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- plandynamic.com
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- 1
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Founder & PrincipalPlandynamic 2017 - PresentGreater Boston AreaPlanDynamic, LLC is a Registered Investment Advisor. A personal, fee-only CFP® leverages interactive technology and dynamically managed portfolios to help you take control of planning and investing, so you can balance kids, aging parents and financial independence. As your financial fiduciary, we align personal values to goals and together create actionable steps to live the life you want. As your accountability partner, we help organize finances, save and grow investments, maximize benefits, reduce taxes and be proactive to opportunities.
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MemberXy Planning Network 2017 - PresentXY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. -
MemberNational Association Of Personal Financial Advisors 2018 - PresentThe National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. -
Managing DirectorWindhaven Investment Management, Inc. 2013 - 2017Greater Boston AreaWindhaven Investment Management, a division of Charles Schwab, is a SEC-registered investment advisory firm. Using a proactive approach to investment management, Windhaven dynamically adjusts asset allocations of exchange-traded funds (ETFs), striving to capture growth in rising markets while attempting to reduce exposure in declining ones. -
Business Development OfficerSchwab Advisor Services 2011 - 2013Greater Boston AreaSchwab Advisor Services, formerly Charles Schwab Institutional, provides custodial, operational and trading support to 7,500+ independent Registered Investment Advisory (RIA) firms with over $1.5 trillion assets under management. Additionally, SAS provides practice management and consultative support to help RIAs start, add to and grow their firms. -
Vice President - Retirement SolutionsBank Of America Merrill Lynch 2008 - 2010Greater Boston AreaRetirement Solutions, a newly-created division of Bank of America, was tasked with becoming a Top 5 AUM of U.S. retirement assets in 5 years. Developed solutions, positioning and executed programs for financial advisors, client managers and bankers to increase IRA assets, DC plans and annuity revenues. Transitioned to integrate Merrill Lynch retirement platforms. -
Product Marketing ManagerColumbia Management 2006 - 2008Greater Boston AreaColumbia Management, an investment division of Bank of America, a Top 10 U.S. AUM investment manager providing more than 125 equity, fixed-income, cash management, asset allocation and balanced mutual funds, in addition to closed-end funds, offshore funds, variable portfolios and 529 college savings plans. -
Client Manager - Global Wealth & Investment Management (Gwim)Bank Of America 2005 - 2006Greater Boston Area -
Financial AdvisorSovereign Bancorp 2002 - 2005Greater Boston Area
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Financial ConsultantCharles Schwab 1998 - 2002Greater Boston Area -
Relationship Manager - Active Trader, Schwab 500Charles Schwab 1995 - 1998Orlando, Florida Area
Glenn Brown, Cfp®, Crpc, Mba Skills
Glenn Brown, Cfp®, Crpc, Mba Education Details
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Finance, Organization Studies -
Communications
Frequently Asked Questions about Glenn Brown, Cfp®, Crpc, Mba
What company does Glenn Brown, Cfp®, Crpc, Mba work for?
Glenn Brown, Cfp®, Crpc, Mba works for Plandynamic
What is Glenn Brown, Cfp®, Crpc, Mba's role at the current company?
Glenn Brown, Cfp®, Crpc, Mba's current role is Founder & Principal at PlanDynamic.
What is Glenn Brown, Cfp®, Crpc, Mba's email address?
Glenn Brown, Cfp®, Crpc, Mba's email address is gl****@****wab.com
What is Glenn Brown, Cfp®, Crpc, Mba's direct phone number?
Glenn Brown, Cfp®, Crpc, Mba's direct phone number is +161744*****
What schools did Glenn Brown, Cfp®, Crpc, Mba attend?
Glenn Brown, Cfp®, Crpc, Mba attended Boston College Carroll School Of Management, University Of New Hampshire.
What are some of Glenn Brown, Cfp®, Crpc, Mba's interests?
Glenn Brown, Cfp®, Crpc, Mba has interest in Learning Spanish And Time With My Family, Value Investing, Global Tactical Asset Allocation (Gtaa), Travel And Time With My Family, Mixing, Mixing As A Former Club Dj, Making My Baby Girls Laugh, Making My Baby Girl Laugh, Rotissarie Baseball, Travel.
What skills is Glenn Brown, Cfp®, Crpc, Mba known for?
Glenn Brown, Cfp®, Crpc, Mba has skills like Mutual Funds, Investments, Investment Management, Retirement Planning, Asset Management, Wealth Management, Retirement, Investment Strategies, Asset Allocation, Finance, Financial Markets, Alternative Investments.
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