Broker Check

Resume of Glen Thiessen, CFP®, CLU, ChFC, RHU, REBC, 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:

  • IRA Required Minimum Distribution (RMD) Issues
  • Estate Planning Basics
  • Advanced Estate Planning
  • Investment Planning
  • Long Term Care funding
  • Retirement Planning
  • 401(k) Distribution Options
  • Various other topics
  • Determined the feasibility of retirement goals
  • Implemented debt payoff acceleration strategies
  • Examined methods to minimize taxes
  • Designed investment strategies to support retirement lifestyle goals
  • 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 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 FL, VA, and WA
Securities licensed (Series 6, 7, 22, 63, & 65) with FINRA as a Registered Rep in CA, MT, NC, OR, TX, VA, and 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 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

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, and 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 TEXT Messages: (206) 582-0222) FAX: (866) 785-4453
Website: www.transitionplanninginc.com
22221 NE 11th Place, Sammamish, WA 98074-6887

Securities offered through Securities America, Inc. Member FINRA/SIPC.  Advisory Services offered through Securities America Advisors, Inc.  Transition Planning, Inc. and Securities America are separate entities.