Glenn Blachman
CFP®, CIMA®, AIF®
Gateway Advisory, LLC
Principal and Financial Planner
Glenn Blachman
CFP®, CIMA®, AIF®
Gateway Advisory, LLC
Principal and Financial Planner
As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Glenn Blachman, CFP®, CIMA®, AIF®
Glenn Blachman is a fee-only financial advisor with offices in Westfield and Toms River, NJ. Gateway Advisory specializes in comprehensive financial planning to help clients plan, grow and protect their assets through all stages of life. As a fiduciary, Glenn Blachman has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.
Glenn is a principal of Amherst Financial and is one of the founding partners and a principal of Gateway Advisory, LLC. Prior to forming Gateway in 2010, Glenn was a Vice President and investment advisor at Merrill Lynch where he started his financial services career in 1994.
Glenn earned his Bachelor of Arts degree in Economics from Rutgers University, his Certified Financial Planning designation (CFP®) from NYU, his Master of Science degree in Financial Planning from the College for Financial Planning, his Certification as an Investment Management Analyst (CIMA®) from the Wharton School of the University of Pennsylvania, and his Accredited Investment Fiduciary designation (AIF®) from the Center for Fiduciary Studies.
Glenn is a member of The National Association of Personal Financial Advisors (NAPFA) and the Investment Management Consultants Association (IMCA).
401(k) Wire named Glenn as one of the 300 Most Influential Defined Contribution Advisors. Financial Times named Glenn as Top 401 Financial Advisors and Gateway Advisory as Financial Times 300 Top Registered Investment Advisors.
Glenn resides in Brooklyn, New York with his wife and two daughters. He is also on the Advisory Board for Eisner Crane Lake Camps. When he is not at work, he enjoys spending time with his family, an occasional round of golf, fishing and skiing.
Glenn Blachman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Gateway delivers critical financial services and advice to affluent individuals and corporate and institutional clients. We are not simply advisors; we are stewards. Our mission is to measurably improve and simplify your fiscal responsibilities — to be your gateway to a brighter financial future.
Gateway is your fiduciary partner, dedicated to delivering retirement plan solutions for sponsors and participants alike. At Gateway, managing wealth is more than simply investing — we offer hands-on, integrated financial planning and investment services.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
Ideal Clients
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Military
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
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Glenn Blachman is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Glenn Blachman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Glenn Blachman is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
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Glenn Blachman is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Contact Glenn Blachman
Office Locations:
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236 Washington Street
Suite 1A
Toms River, NJ 08753 -
900 South Ave West
Westfield, NJ 07090
