Steven Glenn

The Glenn Planning Group, Inc.

Role
Managing Director at The Glenn Planning Group
Location
Orange Park, FL, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Steven Glenn

Licensing:

Experience

  1. Managing Director

    The Glenn Planning Group

    Jun 1970 — Present · Fleming Island, FL, US

    The Glenn Planning Group is a boutique employee benefits consulting and financial advisory firm catering to business owners and professionals in Florida and Georgia. The Glenn Planning Group has been family owned and operated since it\'s inception in Miami 50 years ago. It\'s clients range from individual insurance and investment clients to large regional employers with hundreds of employees.

Education

  • The American College

    Master of Science in Financial Services

    1983 — 1988

  • The American College

    Chartered Life Underwriter

    1970 — 1976

  • The American College

    Chartered Financial Consultant

    1980 — 1982

  • Center for Fiduciary Studies

    Accrediated Investment Fiduciary

  • The American College

    Master of Science in Management

    1983 — 1988

  • University of Miami

    Bachelor of Arts (B.A.)

    1964 — 1970

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