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 ฝ 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 (CFPฎ) 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 CFPฎ, CLU, ChFC, RHU,
REBC, CSA, & CASL designations
Goals:
- Continue to improve the spreadsheets I use in the planning process.
- 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
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