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Glenn Rosen, CFP®, ChFC®

Wealth Manager

Glenn serves as a Private Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Glenn’s approach focuses on a thorough understanding of his clients’ circumstances in order to provide them with a truly customized plan to help them achieve their goals.

Glenn has spent his entire career in the financial services industry and brings to his clients over 35 years of experience. Prior to joining Creative Planning, he was owner and principal of an independent wealth management firm in Macon – Middle Georgia.

Glenn earned a Bachelor of Science degree in Industrial Management from the Georgia Institute of Technology in Atlanta. Glenn is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and Chartered Financial Consultant® as designated by the American College of Financial Services.

Glenn and his wife Christina enjoy traveling, exercising, reading, serving in their community and synagogue, Georgia Tech sports, and spending time with their grown children: Gabby (Jordan), Sydney and Sophie.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021