Glen’s philosophy is to help individuals, families, and businesses by first carefully listening to learn their financial needs, goals, and dreams, and then developing a complete plan to meet their objectives.
His satisfaction comes from seeing his client's progress in their journey to financial independence and self-reliance and coming to a place where they can eventually help others.
Whether it is helping a newly married couple put together their first budget or helping to ensure that a couple doesn't out-live their retirement, his goal is to support the mission of GVCA by helping Design, Build, and Protect the personal economy of families.
When Glen is able to truly help someone, they are more than willing and happy to introduce him to their friends and family who also need advice.
He feels it a privilege to earn this trust.
BIOGRAPHY
In 1983 Glen Sjoberg graduated from Weber State University with a BS degree in Information Systems and Economics. He has worked in the information technology (IT) industry for more than 34 years as a programmer and database administrator, recently retiring from Brigham Young University (BYU) after almost 32 years of service.
In the mid 1990’s Glen became interested in investing in the stock market but only viewed this as a hobby. A few years later, a financial advisor visited with Glen and his wife, Carolyn, recommending a financial plan that would prepare them more fully for their retirement. It was at this time that Glen first heard the term “Actively Managed Money.” With his experience investing in stocks, the concept fascinated him.
Just one year later at their annual review, their advisor reviewed with them where they had been and showed them how their plan was working… and it was working better than expected. The advisor then surprised Glen by suggesting that with his background and interest in investing, he could become an Investment Advisor Representative and help others like himself, become better prepared financially. Since that time, Glen has been doing just that: helping other families open their eyes to the financial possibilities they may not have been aware of that could help prepare them financially for the rest of their lives.
QUALIFICATIONS
- Bachelor of Science – Information Systems and Economics
- Securities license: NASAA series 65
- Insurance licenses: Life, Health, Long Term Care, Disability
- Mortgage license