Glen  Wright, II CFP<sup>&reg;</sup> - Financial Advisor

Glen Wright, II CFP®

Worth Financial Advisory Group

5605 77 Center Drive, Ste 101
Charlotte, NC 28217
(704) 731-0121 CONNECT WITH Glen
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General

Glen Wright is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Worth Financial Advisory Group in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Identity Theft, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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