Resume
of
Glen Thiessen, CFP^®, CLU, ChFC, CFS, 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 AZ, CA, FL, OR and WA
Securities licensed (Series 6, 7, 22, 63, & 65) with FINRA as a Registered Rep in
AL, AZ, CA, MT, OR, TX and WA

Credentials: Chartered Financial Consultant (ChFC) 1995, American College, Bryn Mawr, PA
Chartered Life Underwriter (CLU) 1996, American College, Bryn Mawr, PA
Certified Fund Specialist (CFS) 1997, Institute of Business & Finance, La Jolla, CA
Registered Health Underwriter (RHU) 1999, American College, Bryn Mawr, PA
Registered Employee Benefits Consultant (REBC) 2001, American College, PA
Certified Senior Advisor (CSA) 2002, Soc 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
The Financial Planning Association

Continuing Education:
Requirement Time Frame Purpose
32 Hours Bi-Annually Maintain Life & Health Ins License
30 Hours Bi-Annually Maintain LTC Insurance License
30 Hours Bi-Annually Maintain CFP®, CLU, ChFC, RHU,
REBC, CSA, & CASL designations

Goals:

1. Continue to improve the spreadsheets I use in the planning process.
2. Skillfully use changes in tax codes, planning strategies, markets, trends, and investments for my clients’ benefit.

Mission Statement: To be a contributing part of a team of professional financial advisors:
committed to helping people work towards their financial goals using an
organized, methodical and coordinated planning process.

Mobile: (206) 409-4329 FAX: (866) 785-4453 Email:
22221 NE 11th Place, Sammamish, WA 98074-6887