Glenn McGregor, CFP®, AIF® is an Advisor in SEIA’s Virginia office and works with Tom West in the practice’s Financial Planning and Investment Management services. Glenn is dedicated to engaging in a comprehensive financial planning process to help clients grow, retain and distribute their wealth according to their goals.
Glenn has been in the financial planning and investment management industry since 2002. Before joining SEIA, Glenn was a Senior Wealth Manager at USAA where he managed the client relationships of the organization’s DC area executives, board members, and high-profile members. Glenn lives in Fairfax, Virginia with his wife and two daughters. Outside of work, Glenn enjoys football, soccer, travel, and the Boston Red Sox
Glenn graduated from The George Washington University in 1994 with a Bachelor of Arts in Latin American Studies and Archaeology. Glenn earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2009, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He holds the Series 7, Series 66, and Life & Health Insurance licenses (VA Ins. License #570814). Glenn earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility.