Grant Glenn, CFA, CFP® Noble Wealth Partners

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About Grant Glenn, CFA, CFP®

Grant grew up in Steamboat Springs, Colorado, and is a graduate of Colorado State University’s College of Business with a degree in Finance. In college, he was a member of the CSU Club Tennis Team and the Head Coach of the CSU Snowboard Team.

Grant has gained valuable experience from a variety of roles within the financial industry. Grant has earned the right to use the Chartered Financial Analyst (CFA) designation, and he is a Certified Financial Planner® (CFP). Grant is a member of the Colorado State University Investment Advisory Committee (term ends in 2024), and an active member of the CFA Society of Colorado.

Grant decided to pursue his career in comprehensive wealth management after witnessing the financial impacts caused by the market declines during the technology bubble (2000-2003) and the great recession (2007-2009). These events caused undue financial strain to many, including Grant’s loved ones. This shaped Grant’s approach to financial planning where he emphasizes the importance of managing downside risk while looking at upside possibilities. Grant is motivated to work hard for families who have made sacrifices to save for their retirement, and he is committed to helping his clients navigate through turbulent periods. Recessions are normal, so it is wise to be prepared. Grant works with his clients to create and execute a clear plan of action aimed at pursuing their financial goals in any market environment.

In 2017, Grant co-founded the Irish Coffee Club, a think tank of five investment professionals, all holding the CFA designation (four also hold the CFP® certification). During these meetings, the professionals discuss exciting developments in the world of investing and wealth management.

When Grant is not in the office, he enjoys competitive tennis, while occasionally golfing and snowboarding.

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Ideal Clients

  • Business Owners
  • Established Professionals
  • Gen Y/Millennials
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Monthly fee: $100/mo
  • Hourly fee: $200/hr
  • AUM: 1%

SEC Records

States Registered

  • Colorado