Josh Glenn
Financial Planner at Private Advisory | Specializing in Investment Management and Tax Planning
- Role
- Financial Planner at Private Advisory
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
About Josh Glenn
I became a Financial Planner because I wanted work that truly mattered. I’ve seen firsthand how money touches nearly every part of life — family, career, goals, and peace of mind — and how the right plan can replace stress with clarity and confidence.At Private Advisory, I work with individuals and families to help them- Navigate retirement planning with confidence- Make sense of equity compensation and investment decisions- Align their money with their goals and valuesWhat I enjoy most is listening first. Every situation is different, and my goal is to understand where you’re at, what matters most to you, and how we can use your finances as a tool to move you forward.If you’re looking for someone who takes both the technical details and the human side of financial planning seriously, I’d be glad to connect.
Experience
Financial Planner
Sep 2025 — Present · Lehi, UT, US
Education
Utah Valley University
Bachelor of Science - BS, Financial Planning and Services
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