Glen L. Diehm Jr. - CFP®, CRPS®, AIF®
Glen helps organizations attract, reward, and retain great employees by assisting plan sponsors in structuring their retirement plans. Assisting those employees to achieve a dignified retirement through planning and financial wellness efforts is also a 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 advisors 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 certification, and compliance record.
PLANSPONSOR has named Glen one of the nation’s top retirement plan advisors three separate times: 2007, 2008 and 2010. Nominations are 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.). He has been recognized as one of LPL’s top financial advisors by inclusion in LPL’s Freedom Club in 2018 and 2019. LPL awards select advisors with this distinction based on an advisor’s business success.
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