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Glenn Tom (BA, BS, CFP®, MBA)

Glenn Tom focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

My goal is to lead high-earning families to personal best financial outcomes through comprehensive financial planning and wealth management.

Additional Information

Glenn Tom is the Founder and Managing Member of Personal Best Financial LLC, a fee-only financial planning & investment advisory firm. Glenn founded his firm with the strong belief that the path to financial independence could be most efficiently guided by someone who is both a fiduciary advisor and has already achieved their own financial independence.

Glenn received his MBA in Finance and Marketing from Wharton and spent his Corporate career as a marketing executive with Intuit, Morgan Stanley and American Express. While charting his own path to financial independence, Glenn was also actively guiding many of his family members and friends towards optimizing their financial and investment decisions.

As a lifelong competitive athlete who enjoys mountain biking, adventure motorcycling and golf, Glenn understands the importance of optimal technique, coaching and diligence in achieving your personal best in both sports & your financial life.

NAPFA Start Date

April 06, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4263 Gilbert Street Oakland, CA 94611 Phone: (925) 257-2070
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