Paul J. Glass
JD, CLU, CAP, CLTC
- Role
- President at Creative Wealth Solutions
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
President
Sep 2025 — Present · US
Using decades of experience, having spearheaded estate planning initiatives focusing on tax mitigation strategies, both income and estate. and wealth creation. • Collaborated as a partner in a Pension Plan administration firm managing over 650 plans prior to its sale. • Developed retirement planning options tailored to client needs, enhancing financial security.THE PLANNING HORIZONMy approach.values, vision and goals; What matters most and why it is importantMost approach.strategies, tactics and tools which should come after values, vision and goals, not beforeProfessional Designations:JD UCLA School of LawCLU Chartered Life UnderwriterCAP Chartered Advisor in PhilanthropyCLTC Certified in Long-Term Care
Education
University of California, Los Angeles - School of Law
JD, Law
University of Wisconsin-Madison
BS, Political Science, Economics
Skills
- Financial Analysis
- Long-Term Care
- Health Insurance
- Sales
- Estate Planning
- Fixed Annuities
- Retirement
- Employee Benefits
- Disability Insurance
- Risk Management
- Insurance
- Retirement Planning
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