P: 415 577 6724
F: 650 716 0618
3024 Travois Circle
Rescue, CA 95672
Gleb’s interest in supporting households and businesses with their financial planning needs began in college at San Diego State University, where he obtained a Bachelor of Science in Finance. In working with individuals, families, and businesses of various sizes, Gleb believes that it’s important to employ a comprehensive approach to financial planning. Whether it’s retirement planning, education planning, tax-shelter strategies, protecting against liabilities, or any combination of the above, each client has their own unique goals. Because there is no one-size-fits-all approach to a financial plan, Gleb enjoys taking the time to get to know his clients thoroughly to understand what’s important to them and help them prioritize their objectives.
Gleb started his career as a financial advisor just before the Great Recession, giving him over a decade of experience. He joined NWF Advisory in 2012, in large part because of NWF’s highly ethical approach to working with clients and the flexibility to offer a very wide array of investment products to suit each client’s goals. Gleb strongly believes in putting his clients’ interests first and maintaining close, personal relationships built on trust and communication.
He finds this is the best way to stay connected to the needs of clients as they move through different phases of their lives and financial plans and make the necessary changes as time goes on. In addition, his ability to communicate fairly complex concepts in a straight forward and easy-to-understand manner is very helpful as most clients aren’t looking to get lost in the fine details and technicalities of the financial planning process.
Gleb’s credentials include:
• Bachelor of Science, Finance, San Diego State University
• Series 6, 7, 26, 63, and 66 Licenses
• California Insurance License #0G01288
On a personal note, Gleb and his family are from the San Francisco Bay Area but now live in the Sierra foothills. His wife, Brynn, is an elementary teacher by trade. Their son, Jack, is a happy and playful toddler. They enjoy spending time outdoors and cheering for their Bay Area sports teams, along with good wine and craft beer.