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Bryan Glancy (CFP®)

Bryan Glancy focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

At Spinnaker Financial Group, LLC, we are Family Financial Strategists working with those who desire a consultative and integrative approach to coordinate, from an investment, tax, legal and risk management point of view, all aspects of their family’s finances, risks and goals. We specialize in serving accredited investors who have the need for the types of sophisticated investment and planning solutions that we provide.

NAPFA Start Date

June 10, 2015

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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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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

5005 Rockside Rd Ste 600-103 Independence, OH 44131-2194 Phone: (888) 615-4101 Fax: (888) 615-4102
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