Grant Glenn, Cfa, Cfp®

Grant Glenn, Cfa, Cfp® Email and Phone Number

Individual Wealth Strategist | Financial Advisor | Co-founder @ Noble Wealth Partners
denver, colorado, united states
Grant Glenn, Cfa, Cfp®'s Location
Denver, Colorado, United States, United States
Grant Glenn, Cfa, Cfp®'s Contact Details

Grant Glenn, Cfa, Cfp® work email

Grant Glenn, Cfa, Cfp® personal email

About Grant Glenn, Cfa, Cfp®

Experienced wealth strategist with a passion for helping clients achieve their definition of financial success.

Grant Glenn, Cfa, Cfp®'s Current Company Details
Noble Wealth Partners

Noble Wealth Partners

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Individual Wealth Strategist | Financial Advisor | Co-founder
denver, colorado, united states
Website:
nwpplan.com
Employees:
3
Grant Glenn, Cfa, Cfp® Work Experience Details
  • Noble Wealth Partners
    Co-Founder | Managing Partner | Individual Wealth Strategist
    Noble Wealth Partners Oct 2017 - Present
    Denver, Colorado
    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
  • Colorado State University
    Investment Advisory Committee
    Colorado State University Aug 2017 - Present
    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.

Grant Glenn, Cfa, Cfp® Skills

Microsoft Office Financial Modeling Investment Strategies Powerpoint Valuation Microsoft Excel Asset Management Finance Economics Fixed Income 401k Customer Service Strategic Planning Analysis Asset Managment Strategy Equities Sales

Grant Glenn, Cfa, Cfp® Education Details

Frequently Asked Questions about Grant Glenn, Cfa, Cfp®

What company does Grant Glenn, Cfa, Cfp® work for?

Grant Glenn, Cfa, Cfp® works for Noble Wealth Partners

What is Grant Glenn, Cfa, Cfp®'s role at the current company?

Grant Glenn, Cfa, Cfp®'s current role is Individual Wealth Strategist | Financial Advisor | Co-founder.

What is Grant Glenn, Cfa, Cfp®'s email address?

Grant Glenn, Cfa, Cfp®'s email address is gr****@****ail.com

What schools did Grant Glenn, Cfa, Cfp® attend?

Grant Glenn, Cfa, Cfp® attended Cfa Institute, New York University, Colorado State University.

What skills is Grant Glenn, Cfa, Cfp® known for?

Grant Glenn, Cfa, Cfp® has skills like Microsoft Office, Financial Modeling, Investment Strategies, Powerpoint, Valuation, Microsoft Excel, Asset Management, Finance, Economics, Fixed Income, 401k, Customer Service.

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