About Glen
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. State of California Insurance License #OC96147. Cetera is under separate ownership from any other named entity.
Licenses
Series 63
Series 65
Series 7
Investment Advisor Representative
Variable Contracts
Accident & Health
Property & Casualty
CDFA
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
2014
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.