Glenn Blachman (AIF®, CFP®, CIMA®, MS)

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

  • Business Owners
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Glenn is a principal of Amherst Financial and is one of the founding partners and a principal of Gateway Advisory, LLC. Prior to forming Gateway in 2010, Glenn was a Vice President and investment advisor at Merrill Lynch where he started his financial services career in 1994.

Glenn earned his Bachelor of Arts degree in Economics from Rutgers University, his Certified Financial Planning designation (CFP®) from NYU, his Master of Science degree in Financial Planning from the College for Financial Planning, his Certification as an Investment Management Analyst (CIMA®) from the Wharton School of the University of Pennsylvania, and his Accredited Investment Fiduciary designation (AIF®) from the Center for Fiduciary Studies.

Glenn is a member of The National Association of Personal Financial Advisors (NAPFA) and the Investment Management Consultants Association (IMCA).

401(k) Wire named Glenn as one of the 300 Most Influential Defined Contribution Advisors. Financial Times named Glenn as Top 401 Financial Advisors and Gateway Advisory as Financial Times 300 Top Registered Investment Advisors.

Glenn offers hands-on, integrated financial planning and investment services designed to simplify your financial affairs and align them with your family values and aspirations. At our Firm, we believe managing wealth is more than investing — as your trusted advisor we coordinate your whole financial picture, to protect and provide for your family, your legacy, your charitable intentions and future generations.

NAPFA Start Date

June 01, 2017

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This Office

236 Washington St Ste 1A Toms River, NJ 08753-7585 Phone: (732) 349-3377