Glen Smith (CFP®, CRPC®)

Glen Smith focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Professional Athletes or Entertainers

Retirement Plan Investment Advice

Additional Information

Glen has worked in the financial services industry for nearly twenty years. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. Glen works closely with people to craft individually tailored financial plans, ensuring every portfolio and plan reflects the client’s best interests.

Glen earned his bachelor’s degree in Management and International Business from Sonoma State University, and was a senior vice president and financial advisor with Merrill Lynch before founding GDS Wealth Management. He has attained the prestigious CFP® certification and is a Chartered Retirement Planning Counselor. In 2020, Glen was also approved to act as a National Football League Players Association (NFLPA) Registered Player Financial Advisor. Glen is most proud of the services GDS offers to clients. More than just saying the words that “we care,” Glen and the GDS team strive to actually fulfill that commitment and provide clients with the highest possible level of service and standards.

Glen has been interviewed and highlighted in several publications, including The Wall Street Journal, Barron’s, Fox Business, and Investor’s Business Daily. In 2019, 2020, 2021, and 2022, Glen has been named as one of Forbes Best-in-State Wealth Advisors, a prestigious recognition for standout wealth advisors who top the list in each state.

Born in California, Glen grew up in Guayaquil, Ecuador, where his parents are career missionaries. He remains active in the Guayaquil community, supporting an organization that feeds malnourished children. Glen now lives in Flower Mound with his wife, Gisella, and their children, Nathalia and Lucas. The Smiths are members and active volunteers at RockPointe Church in Flower Mound, and love giving back to their community. In his spare time, Glen enjoys playing tennis, traveling with his family, attending his children’s sporting events, and spending time with his family.