Josh Glenn, CFP®, AFC®

Biography

Josh became a financial planner because he wanted to do work that could make a tangible difference in people's lives. He combines technical knowledge with a genuine interest in the person behind each plan, taking time to listen before helping clients organize their priorities and next steps. His experience includes guiding young professionals through complex equity-compensation decisions and helping couples map out retirement with greater clarity and confidence. Josh is a CFP® professional and holds the Accredited Financial Counselor® designation. He has passed the Series 65 examination and is a graduate of Utah Valley University.