Glenn Brown (CFP®, CRPC®, MBA)

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

College/Education Planning

Estate & Generational Planning Issues

Generation X

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

Glenn Brown is a Certified Financial Planner™, portfolio manager and founder of PlanDynamic, a fee-only Registered Investment Advisor which helps clients build, evolve and sustain their financial independence.

We share a different view of financial independence, ideal for Sandwichers (parents w/kids & parents), Owners and Savers.

We believe in the concept of being able to pursue your passions as a result of growing financially secure and being able to sustain as change, pursuits and relationships evolve. Thus, it is more than frugality, sacrifice and patience. Success requires adaptability, taking measured risks and enjoying a big picture view.

Our PlanDynamic Program brings together our technology, financial planning and investment portfolios with your vision.

The PlanDynamic Program:

Builds
- Your financial plan
- Your needs analysis, a focus on 3 priorities with tasks and timelines
- Aligns PlanDynamic portfolios to goals
Evolves
- Ongoing, personal CFP® relationship
- Adaptable technology with clear, real-time updates and interactive screen sharing
- Be your guide to completing tasks within timelines to acheive goals
Sustains
- Plan for risks and generation of income steams
- Ease to be proactive to challenges and opportunities as they arise
- We put things into context and share next steps, providing you confidence to make timely decisions

We will help you think different, focus on your why & enjoy the journey.

Additional Information

About Glenn Brown

Prior to starting PlanDynamic, Glenn served as Managing Director, Portfolio Strategist for Windhaven Investment Management and has over 20 years in wealth management including roles with Charles Schwab, Bank of America and Columbia Management.

Glenn has an MBA in finance from the Carroll Graduate School of Management at Boston College and has a BA in liberal arts from University of New Hampshire. He holds both the Certified Financial Planner™ (CFP®) and Chartered Retirement Planning Counselor (CPRC®) designations.

His time is also spent as a mentor for Year Up Boston, raising a family with his wife, Karina and introducing music to their two young daughters, including dancing with them to concert videos of “David” Byrne, “Jimmy” Page, “Freddie” Mercury and Prince.