Author name: kglenn

Kyle Glenn is the resident financial planner at Glenn Financial, where he focuses on delivering clear, values-aligned guidance to families, business owners, and retirees. After several years in the banking industry as a consumer lender, Kyle transitioned into financial planning full-time and passed the CFP® exam in March 2023. He now manages the day-to-day operations of the firm while meeting one-on-one with clients to help them simplify decisions, steward their resources wisely, and create measurable action plans for the future.

Kyle is known for his relational approach—often over a good cup of coffee—and finds deep satisfaction in helping people gain clarity and confidence in their financial lives. He and his wife, Susanna, live in the Shenandoah Valley

The #1 Financial Mistake People in Their 20s Make—and How to Avoid It

kglenn

Starting to invest early can be challenging. As you enter the workforce after college, numerous immediate priorities are vying for […]

Fix Your Budget: Focus on What Matters

kglenn

If your budget feels broken, it’s probably not because you’re spending too much on coffee or the occasional dinner out.

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Advisory Services are provided through Creative Financial Designs, Inc., A Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Glenn Financial Services is independently owned and is not affiliated with cfd Investments, Inc. Neither Glenn Financial or the CFD Companies give tax or legal advice. Check the background of this firm on FINRA’s BrokerCheck
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