Glenn Leest - Wealth Adviser

Glenn Leest - Wealth Adviser One of Glenn’s core beliefs is to always do what is good, right and best for his clients. In his spare time Glenn serves as a pastor at his local church.

Glenn has lived in Flagstaff for over 18 years and has strong ties to both the community and local businesses. Coming from an entrepreneurial background, Glenn has developed and honed his skills to help his clients make educated and timely decisions about their investment strategies and how they relate to their long-term financial well-being. His unique real-world business perspective and down to

earth communication skills allow Glenn to easily connect and communicate complex financial strategies to his clients. Glenn started his investment advisory career in 2013, working for an all-inclusive financial planning firm focused on individuals and small businesses. There he developed his expertise working with employer sponsored benefit plans such as SIMPLE IRAs, SEP IRAs, 401k plans, profit sharing and defined benefit plans. Glenn spends considerable time with his clients working to understand their financial goals and aspirations. This client-focused approach allows him to guide and make complete financial planning recommendations that are custom tailored for each client. Glenn and his wife Breanna have three amazing children: Parker (7), Hadleigh (5) and Lennox (2). He also enjoys bodybuilding and has competed in multiple competitions and is a rollercoaster enthusiast who thoroughly enjoys (safe) thrill-seeking adventures! Professional Philosophies and Goals. Glenn aspires to help his clients be efficient with the financial resources they have during their lifetime. He believes that money, like time, is a finite resource that we ought to do our best to both maximize and enjoy. Whether its hundreds or millions, Glenn believes that we should strive to be the best financial stewards as possible. Glenn is committed to the Northern Arizona community for the long-term. Additionally, Glenn helps his clients understand that having the right long-term investing perspective can make all the difference. Our financial lives are a constantly evolving picture and Glenn is committed to the local community's ongoing education (and his own) about investing and finances. Glenn is featured on a nationally syndicated talk show as the resident investment expert. Be sure to explore our media library to hear more. Glenn believes sincerely that each year he should become better in all areas of his life. Through ambitious goals and a culture of excellence, Glenn seeks to help all share in each other's mutual success. Glenn would love the opportunity to meet you and learn about your financial goals and dreams. Together we can go above and beyond.

Address

813 North Beaver Street
Flagstaff, AZ
86001

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19282252474

Website

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Our Story

Glenn has lived in Flagstaff for over 10 years and has strong roots in the community and local business sector. Given his unique real world business perspective and down to earth communication skills, Glenn has an excellent ability to connect and communicate complex financial strategies to his clients. Glenn holds a Series 65 license. Glenn started his career in 2012, working for an all-inclusive financial planning firm focused on individuals and small businesses. Glenn also developed an expertise by working with employer sponsored benefit plans, including 401k plans. Glenn spends considerable time with his clients working to understand their financial goals and allowing him to guide and make complete financial planning recommendations. He is experienced in securities transactions, wealth accumulation/protection, coordination of employer benefits, retirement income projections and strategic financial planning. In his spare time Glenn serves as a youth pastor at his local church. He also enjoys bodybuilding and has competed in national competitions. Glenn and his wife Breanna were blessed with their first daughter, Parker, in 2014. Don’t be surprised if Glenn shows you a recent picture of his family, or shares his joy about being a new father and his work with youth events. One of Glenn’s core beliefs is to always do what is good, right and best for his clients. With that foundation, his recommendations and advice are custom-tailored to help his clients achieve their unique goals; both personal and financial.