Grant Glenn, CFA, CFP® Noble Wealth Partners

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About Grant Glenn, CFA, CFP®

I grew up in Steamboat Springs, Colorado, also known as Ski Town, U.S.A.®, a town that has produced 98 Olympians in 80 years. Even though I was not an Olympian, I did learn there is more than one trail to get down a mountain; and for every skier/snowboarder, some trails are more suitable than others. Applying the concept to wealth management – there are many paths an individual/family can take to accomplish their financial objectives. I co-founded Noble Wealth Partners with the vision that every client has unique needs and values. I believe each client deserves a financial plan and investment recommendations tailored to their financial goals and objectives. I would welcome the opportunity to partner with you and take your wealth management experience to the next level.

I believe advisors committed to serving their clients should take the time to master their profession. For that reason, I bring 12 years of experience from various roles within the financial industry. I have earned the right to use the Chartered Financial Analyst (CFA) designation (CFA is the gold standard of the investment profession.” Financial Times, 06/14/2020), and I am a Certified Financial Planner® (CFP).

Currently, I am on the Investment Advisory Committee for Colorado State University (my term ends in 2024), and an active member of the CFA Society of Colorado. To explore and deliberate on cutting edge wealth strategies, I co-founded the Irish Coffee Club, a think tank of four investment professionals, all holding the CFA designation and the CFP® certification.

Outside of the office, Grant loves to spend time with his beautiful wife, and they are expecting their first child in April 2021. In college, Grant was a member of the Club Tennis Team and the Head Coach of the CSU Snowboard Team. To this day, he still enjoys competitive tennis and snowboarding.

Please do not hesitate to contact me. I would be happy to chat with you and see if my firm is the right fit for your planning needs.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Entrepreneurs
  • Equity Recipients (RS/RSU SOP ESPP)
  • FIRE (Financial Independence Retire Early)
  • Gen Y/Millennials

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly fee: minimum $200/mo
  • Assets Under Management: 0.50 – 1.00% depending on the size of the portfolio

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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