My name is Mitchell Glazier, and I am the sole proprietor and principal of Glazier Financial Advisors, LLC. For over 25 years, I was an innovative executive in the Financial Services industry (including Fidelity Investments and Nationwide Insurance) before pursuing my passion of giving personal financial advice as a CERTIFIED FINANCIAL PLANNER™ professional, CFP®.
My mission is to serve a select number of clients with a high-touch and low, fee-only service, offering customized financial planning and investment solutions. As an independent advisor, I keep expenses low and pass savings on to clients. Some clients opt for the development of a financial plan, while others prefer investment management services.
What Makes Us Unique
As an investment management client with assets over $250,000, you will receive a dynamic financial plan so that investment management is done in the context of both your overall goals and your total financial picture. Your plan comes at no additional cost and will be updated on an ongoing basis as part of the investment management service.
All your interaction will be directly with me – someone with years of corporate and practical experience in all aspects of life. Glazier Financial Advisors is affiliated with Bay colony Advisors which provides compliance oversight, investment insight, and back-up client services in the event Mitch Glazier is unavailable.
About
Mitch Glazier
Mitch Glazier established Glazier Financial Advisors in 2012.
His career in financial services began at Fidelity Investments in 1986. At that time he was responsible for acquiring IRAs and Small Business Retirement Plans for Fidelity. Mitch’s experience in working for a variety of Fortune 500 companies has enabled him to bring seasoned practical experience to his clients.
Today Mitch specializes in working with individuals, families and small business owners, helping them in such areas as investments, retirement planning, professional money management selection, asset allocation, college funding, insurance and estate planning. Clients reside in Massachusetts, Maine, Connecticut, New York, Rhode Island, Florida and California.
Mitch started Glazier Financial Advisors to deliver low cost, fee-only investment management in the context of a holistic financial overview. He believes everyone should have a financial roadmap; they need to keep investment expenses low to maximize returns; and, most people need a confidant they can trust to guide them through turbulent markets and during critical times as their financial life unfolds.
Mitch is dedicated to serving these needs and to closely work with his clients to make well informed decisions.
Education
Certified Financial Planner Program, Boston University, Boston, MA
Passed the CFP® examination exam and have been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. I specialize in investment management and overall wealth advisory.
MBA, Masters in Business Administration, Columbia University, New York, NY (Major in Finance and Marketing)
BA, Bachelor of Arts, Bowdoin College, Brunswick, ME
(Major in Economics and History)
Business Experience
President – Glazier & Associates Financial Service Marketing and Consulting, Newton, MA
Associate Vice President, Nationwide Insurance, Columbus, OH
Consultant, Wealth Management Segment Marketing – Fidelity Investments, Boston, MA
Director – Retirement Acquisition and Retention, Fidelity Investments, Boston, MA
Senior Vice President – Kessler Financial Services, Boston, MA
Current and Past Associations
National Financial Planning Association
Financial Planning Association of Massachusetts
Trustee, Worcester Academy, Worcester, Massachusetts
Board Member, Newton Youth Soccer
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.