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About Us
Glen Janken


Bio

Glen Janken, CFP®, CLU - has operated his own estate and financial planning practice since 1985.  Prior to that he practiced accounting, serving as controller for a large architecture and engineering firm.  He graduated from the University of California at Berkeley in 1974, Phi Beta Kappa with a degree in Economics.  He received his Chartered Life Underwriter (CLU) designation from the American College in October 1990.  He became a Certified Financial Planner (CFP) licensee in January 2000.  Glen teaches courses on Advanced and Basic Estate Planning at UCLA Extension, where he has also been a member of the Attorney Assistant Advisory Council.  He has served on the Development Sub-Committee and on the Investment Sub-Committee at Marlborough School, and is a past Co-Chair of the Marlborough Parents’ Annual Fund Campaign. He is a member of the Board of Directors of Vidisch Realty Corporation, a privately held real estate company, and has been a member of the Board of Directors of JANCO Corporation, an electronics manufacturer and ESOP Company located in southern California. Glen is a Registered Representative and Investment Advisor Representative with NFP Securities, Inc.

He and his wife are both second-generation native Angelenos.

Code of Conduct
 
  1. Always be honest, straightforward and fair.
  2. Do what you say you will do. Be accurate and dependable. Deliver on time.
  3. Be on time. Don’t keep people waiting.
  4. Call clients before they feel they need to call you. Keep them informed, not wondering.
  5. Be respectful. Say “Please” and “Thank You.”
  6. Return all calls within 24 hours.
  7. Have an opinion. People look to us for positive direction and advice. Don’t be wishy-washy.
  8. Take responsibility to help the client. When we make mistakes we will correct them and learn from them.

 

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8644 Wilshire Blvd. Suite 204, Beverly Hills, CA 90211 Tel: 310-652-7200 Fax: 310-388-5576
*Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer and Member - FINRA/SIPC and a Federally Registered Investment Advisor. 1250 Capital of Texas Highway, Bldg. 2 Suite 125 Austin, TX 78746 - (512) 697-6000. Glen Janken is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc.

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