At Spinnaker Financial Group, LLC, we are Family Financial Strategists working with those who desire a consultative and integrative approach to coordinate, from an investment, tax, legal and risk management point of view, all aspects of their family’s finances, risks and goals. We specialize in serving accredited investors who have the need for the types of sophisticated investment and planning solutions that we provide.
What is a Family Financial Strategist (FFS)?
A Family Financial Strategist consults with you to coordinate all aspects of your financial life including retirement planning, investments, tax planning, legal, estate and legacy planning, insurance, business succession and more. A FFS is an analyst, consultant and advisor helping you plan and invest for the issues that may impact you and your family in the short and long term.
About Bryan Glancy, CFP®
Bryan is a trained accountant, who has provided his clients with a foundation of technical and analytic knowledge and solutions. For nearly two decades, Bryan has been serving the investment and planning needs of his clients, many of whom are accredited investors in need of the sophisticated advice that he provides. He considers himself blessed to be able to spend time working with people he enjoys as he helps them with their financial situation.
Bryan holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and a bachelor’s degree from Indiana Wesleyan University.
He lives in North Royalton and is a native of Cleveland, Ohio. He loves Cleveland, knows it is a great place to live and finds the changing seasons to be refreshing. When he is not in the office, Bryan enjoys golfing, fine dining, and red wine (sometimes in that exact order).
About Roberta “Bobbi” Gaydosh
Bobbi has been working with Spinnaker Financial Group, LLC since 2015. She is the Operations Manager and back-office administrator. She is a Notary Public. She lives in Ashland and is also a native of Northeast Ohio. When not in the office, she can be found outside working in the yard, gardening or watching her grandchildren in their extra-curricular activities.