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.