Glynis

Banhan

CFP®

picture of a planner

Here to act in your best interests

About me

Having worked in financial services for almost a decade, I have witnessed the positive impact that financial planning can have on achieving one's goals. As a child of an immigrant mother, I know the importance of not just learning about personal finance but teaching it as well. So, I've made it my personal goal to help educate as many clients as I can through their financial journeys.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Business Administration, Finance - Strayer University

Visit one of our Locations

Miami II - Boca Raton (West)

7900 Glades Road

Suite 310

Boca Raton, FL 33434

Miami I - Plantation

1200 South Pine Island Road

Suite 400

Plantation, FL 33324

Miami III - Coral Gables

355 Alhambra Circle

Suite 1500

Coral Gables, FL 33134

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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