Glenn Stoddard

Glenn Stoddard

    • Director
    • PIM Portfolio Manager
    Glenn Stoddard enjoys being his clients' trusted advisor by helping them realize their dreams and putting their interests first.

    With more than two decades of experience in the financial services industry, he is well versed in retirement planning, qualified plan distributions, asset management, estate investment planning, business services, and creating solutions for his clients. Glenn believes time, talent, teamwork, and trust are the keys to helping his clients completely.

    He has served as a volunteer on the Planner Gift Development Committee for the CHOC Foundation for Children, and he is currently an active board member of the Association for Corporate Growth (ACG), Orange County Chapter. He lives in Villa Park with the love of his life, his wife Michelle, and together they enjoy country music, gourmet cooking, and family outings in their RV and boat. They have three adult children, and two granddaughters.

    CA Insurance License Number 0B56076. Resident State CA.