As Managing Director of Advanced Portfolio Strategies, Glen is dedicated to thoroughly understanding the financial needs and business issues of every client and their family. With over 29 years of international business experience, he provides advisory services in the areas of insurance, investments, pensions, business and estate planning.
Deeply concerned with the impacts of taxation on his clients’ businesses, investment portfolios and retirement savings, Glen works closely with their tax and legal advisers to develop financial strategies that mitigate these impacts.
In addition, his experience includes two distinct sub-specialties of estate planning: services directed to the needs of transnational residents with significant assets in the United States and special needs planning for physically or developmentally disabled children.
Glen has either worked or traveled in over 25 countries and is bilingual English/Japanese. This diverse background gives him an added degree of business acumen that directly benefits his clients.
Prior to starting his own firm, Glen worked as an international business consultant for Arthur Andersen and Deloitte & Touche, and was a financial services professional at New York Life and a MassMutual. His diverse education includes a BA from the University of Arizona, where he completed a significant part of his studies at Kansai Gaidai University in Osaka, Japan. He also holds an MBA in International Management from the Thunderbird School of Global Management. Glen holds a California Life & Health Insurance License and is a licensed Investment Adviser Representative.