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


This Office

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