OUR TEAM

Glenn D. Woody, CFP®

Business & Investment Consultant

 

Glenn is the founder of Glenn Woody Financial Consultants, Inc. He sold the business to Julie Bray in June 2014. Glenn remains involved in the firm’s Investment Advisory Panel.

 

During his career he qualified for the prestigious Registry of Financial Planning Practitioners in his first attempt. He was selected for inclusion in Worth Magazine’s list of the country's Top Advisors (1996-1999) and Mutual Fund Magazine's list of the nation's 100 best advisors 2001 and in Bloomberg Wealth Managers Magazine in 2002, 2003, 2004 and 2005.

 

He is a Past President of both the Orange County chapters of the International Association for Financial Planning and the Institute of Certified Financial Planners. Glenn was also the founding President of the Financial Planning Association - Orange County Chapter.

 

Glenn earned his BA degree from Texas Tech University.  After an early stint in the U.S. Air Force and six years at McDonnell Douglas he entered the financial services industry and joined Paine, Webber, Jackson and Curtis and earned the designation of Certified Financial Planner™.  After ten years in the industry he stared his own financial services firm in Orange County.

 

Glenn converted the practice to fee-only in 1988 and since that time has been active in educating and assisting other planners and advisors who desire to make the transition to a fee-only type of business.