Glenn Brown

Founder & Principal at PlanDynamic - Framingham, MA, US

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Email (Verified)
***@plandynamic.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
508-834-7733
Location
Greater Boston
Company
PlanDynamic
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PlanDynamic

Framingham, MA, US • 5 - 9 Employees
Financial Services

Hi, I'm Glenn Brown, founder of PlanDynamic, LLC, a Registered Investment Advisor and fee-only fiduciary.I help motivated people take control of their planning and investing to build, then sustain financial independence.As a Certified Financial Planner™ (CFP®), I am your guide to align personal values to goals and together we create actionable steps to live the life you want. By being your accountability partner, I help you organize your finances, save and grow investments, maximize benefits, reduce taxes and be proactive to opportunities.We serve investors, owners and sandwichers (raising kids & caring for aging parents) with financial planning and investment management."At PlanDynamic, we believe financial independence should be our client's focus. It is built in stages, tailored to personal values and provides new choices along the journey. It is core to our wealth management philosophy and believe should continuously evolve."Learn more by scheduling your free consultation at PlanDynamic.com.

Financial Independence Comprehensive Financial Planning Investment Management Certified Financial Planners (CFP®) Fee-Only Fiduciary Wealth Management Life Planning Retirement Planning Insurance Planning Risk Management Tax Planning Estate Planning Budget & Debt Management Employee Benefits Planning Budget & Debt Management
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Glenn Brown currently works for PlanDynamic.
Glenn Brown's role at PlanDynamic is Founder & Principal.
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Glenn Brown works in the Financial Services industry.
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Glenn Brown's phone number is 508-834-7733
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