Glenn Raese, ChFC®

Glenn Raese, ChFC®

Wealth Management Advisor

My name is Glenn Raese, and I strongly believe in creating long-term relationships built on trust and transparency. | believe communication is key, and I strive to explain complex financial concepts in a way that is easy for my clients to understand. I encourage open dialogue, actively listening to my clients' concerns, and addressing any questions they may have. I am a seasoned financial professional with 20 plus years of experience in the financial industry. Throughout my career, I have worked with large Institutional clients along with individuals and families to navigate the complexities of Investments, personal finance, and helped them make informed decisions in pursuit their financial and life goals.

I have a Bachelors Degree in Communications and Business from California State University Sacramento, along with the Chartered Financial Consultant ChFC® designation from the American College of Financial Services. My passion for empowering others with financial knowledge and helping them create a secure future led me to pursue a career as a financial advisor. I specialize in various areas of financial planning, including retirement planning, investment management, tax planning, and risk management. By carefully assessing my clients' unique financial situations, goals, and risk tolerance, I develop tailored strategies that align with their needs.

Currently, my family and I reside in Granite Bay. In my free time I enjoy playing sports, traveling, and spending time with family and friends.