Glenn Isaac

Contact Information:

Web:
Email:
Phone: 610-784-3484

Meet Glenn

Glenn is dedicated to providing custom financial planning solutions for his clients’ personal and business needs in asset protection & insurance planning, business planning, estate preservation & planning, retirement planning, and wealth management services.

Profile

Education: 2009 - University of Delaware
Certifications: 2013 - Certified Financial Planner, 2009 - Series 7/Series 66
Family Life: Married
Favorite Teams: Minnesota Vikings, Los Angeles Lakers
Favorite Music: Everything
Other Interests: Sports, Snowboarding, Reading

Professional Competencies

  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Insurance Planning

Leadership

Vice Chair Young Professionals Board of Junior Achievement

Industry Expertise

  • Divorce
  • Retirement

Professional Memberships

  • PICPA - Pennsylvania Institute of CPAs
  • CFP Board
  • Urban Land Institute of Philadelphia
  • Greater Philadelphia Chamber of Commerce

Career

  • ING Financial Partners
  • 1847 Financial

Community & Volunteer Work

Junior Achievement Volunteer

Passion

Solving problems

Super Powers

Listening Guru