Glen has worked in the financial services industry for nearly twenty years. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. Glen works closely with people to craft individually tailored financial plans, ensuring every portfolio and plan reflects the client’s best interests. Glen earned his bachelor’s degree in Management and International Business from Sonoma State University, and was a senior vice president and financial advisor with Merrill Lynch before founding GDS Wealth Management. He has attained the prestigious CFP® certification and is a Chartered Retirement Planning Counselor. In 2020, Glen was also approved to act as a Nati