Our Team

Glenn Cassidy

Managing Director

Glenn specializes in employee retirement plans; specifically assisting companies with fiduciary management, investment due diligence, plan design, and participant education.

Glenn has over 27 years of financial services industry experience, most recently with Empower Retirement serving as the Regional Sales Director managing the Orange County, California Retirement Plan Sales territory. Prior to joining Empower Retirement Glenn spent 18 years with Nationwide Insurance, where he began his career in 1990. At Nationwide, he served as the Regional Vice President for Retirement Plan Sales in Orange County, California. Lastly, Glenn spent 5 years with E.A. Edberg Associates, Inc (Phoenix, Arizona) where he was the Sales Director selling & designing defined contribution and defined benefit retirement plans to companies throughout the United States. Glenn holds his Series 6 and Series 63 registrations with Triad Advisors. Glenn holds his Series 6, 63, and 65 licenses. He is also California Insurance Licensed (#0G55775)


Glenn is an active ocean fisherman and loves spending time with family and friends. In his free time at home, he enjoys home remodeling projects.


Glenn attended Franklin University (Columbus Ohio).

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