Glenn Koehl, CFP®
As a Senior Advisor with Soltis Investment Advisors, Glenn is actively involved in providing wealth advisory services to individual clients.
Prior to Soltis, he was a Senior Wealth Advisor at SlateStone Wealth where he was responsible for wealth management and investment solutions for individual investors. He has also held senior leadership roles at Surety Wealth Management and Faculty Advisors. Glenn began his career at Fidelity Investments where he worked in a variety of service, management and new business development roles. He also worked closely with large institutional clients in the tax exempt markets consulting on retirement plan design, investment management and employee education programs.
Glenn graduated from The University of Texas at Arlington with a Bachelor’s of Business Administration degree in Accounting. He is also a Certified Financial Planner and has previously earned designations as a Chartered Mutual Fund Counselor (CMFC), Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Consultant (CRPC).