Glen L. Diehm Jr. - CFP®, CRPS®, AIF®
Assisting plan sponsors with structuring retirement plans to help organizations attract, reward and retain great employees and assisting those employees with their retirement goals is the focus of Glen's practice. Glen was recently named among the 2016 and 2018 401 Top Retirement Plan Advisors. The list, produced by financial services publication Financial Times in collaboration with Ignites Research, recognizes the top financial advisers who specialize in serving define contribution (DC) retirement plans. Advisors were chosen based on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.
Glen has been named as one of the nation's top retirement plan advisors by PLANSPONSOR on three occasions, 2007, 2008 and 2010 (Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.).
Glen has earned the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies which certifies specialized knowledge of fiduciary standards of care and their application to the investment management process. He holds the Chartered Retirement Plan Specialist℠ and CERTIFIED FINANCIAL PLANNER™ designations. Prior to joining LPL Financial Glen was a Senior Financial Advisor and Retirement Plan Specialist at Merrill Lynch, owned and operated a small business for over a decade and served as United States Marine Corp Officer.
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CRPS® conferred by College for Financial Planning