Broker Check

Resume of Glen Thiessen, CFP®, CLU, ChFC, RHU, REBC, CSA, CASL


Objective: To advise my clients regarding their

  • Retirement Planning
  • Income Planning
  • Investment Planning
  • Tax Planning
  • Insurance Planning
  • Estate Planning

Experience: 1983-1993 

New York Life Insurance Company
51 Madison Avenue
New York, NY 10010

  • Wrote individual and group life insurance.
  • Wrote individual and group medical insurance.
  • Wrote individual and group disability insurance.
  • Wrote individual Medicare supplement insurance.
  • Managed investment portfolios for retirement and other major goals.

1993-2002

BECU Financial Services
12770 Gateway Drive
Tukwila, WA 98168

Taught seminars on:

  • Age 70 ½ Required Minimum Distribution Issues
  • Estate Planning Basics
  • Advanced Estate Planning
  • Investment Planning
  • Long Term Care
  • Retirement Planning
  • 401(k) Distribution Options
  • Various other topics
  • Determined the feasibility of retirement goals
  • Examined methods of tax reduction
  • Designed investment strategies that fit members’ income needs
  • Created greater flexibility for pension survivor options
  • Discussed long term care portfolio protection
  • Reviewed wealth creation and preservation techniques
  • Increased awareness of issues that may have been overlooked in the members’ financial planning process.

2002-Present

Transition Planning, Inc.
22221 NE 11th Place
Sammamish, WA 98074

  • Continued Advisor relationships with many BECU clients at their request

Licenses:

Life, Health and Long Term Care agent in CA, FL, OR, and WA
Securities licensed (Series 6, 7, 22, 63, & 65) with FINRA as a Registered Rep in CA, FL, IL, MT, OR, TX, & WA

Credentials:

Chartered Financial Consultant (ChFC) 1995,
American College, Bryn Mawr, PA
Chartered Life Underwriter (CLU) 1996,
American College, Bryn Mawr, PA
Registered Health Underwriter (RHU) 1999,
American College, Bryn Mawr, PA
Registered Employee Benefits Consultant (REBC) 2001,
American College, Bryn Mawr, PA
Certified Senior Advisor (CSA) 2002,
Society of Certified Senior Advisors, Denver, CO*
Certified Financial Planner (CFP®) 2004,
BISYS Education Services, St Rose, LA
Chartered Advisor for Senior Living (CASL) 2006,
American College, Bryn Mawr, PA

Affiliations:   Society of Financial Service Professionals
                       Society of Certified Senior Advisors

Continuing Education:

Requirement   Time Frame    Purpose
24 Hours          Bi-Annually    Maintain Life & Health Ins License
4 Hours            Bi-Annually    Maintain LTC Insurance License
30 Hours          Bi-Annually    Maintain CFP®, CLU, ChFC, RHU, REBC, CSA, & CASL

Goals:

  1. Work collaboratively with other professionals towards optimal solutions for clients’ financial plans.
  2. Skillfully use changes in tax codes, planning strategies, markets, trends, and investments for my clients’ benefit.

Mission Statement: To be a collaborative part of a team of professional advisors that are committed to helping you more effectively plan ahead for the major transitions in your life using a values-based, goal-oriented planning process.

Mobile: (206) 409-4329 FAX: (866) 785-4453
Website: www.transitionplanninginc.com
22221 NE 11th Place, Sammamish, WA 98074-6887

Securities and Investment Advice offered through KMS Financial Services, Inc., a registered broker-dealer and Member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC)

*Certified Senior Advisors (CSAs) have supplemented their individual licenses, credentials and education with knowledge about aging and working with seniors. Know what these licenses, credentials, and education signify. The CSA designation alone does not imply expertise in financial, health or social matters. For details, go to www.csa.us.