Glen Babcock, CFP®, CLU®, CLTC®, CASL®
Wealth Management Advisor


Babcock Financial

Professional

Glen Babcock uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of needs. Glen Babcock helps people:

  • Identify both short and longer-term goals for you and your family
  • Develop a comprehensive plan that addresses a wide spectrum of needs, which may include asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income.

Designations and Certifications

  • Certified Financial Planner™ (CFP®)
    The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
  • Chartered Life Underwriter (CLU®)
    The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
  • Certified in Long Term Care (CLTC)
    The "Certified in Long-Term Care" (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.
  • Chartered Advisor for Senior Living (CASL®)
    The CASL® designation focuses exclusively on providing comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. In earning the CASL® designation, professionals gain a thorough understanding of health and health care insurance-related issues, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

Awards Received

  • Million Dollar Roundtable Lifetime Qualifying Member 2007-2019
  • National Quality Award - 2006-2010
  • National Sales Achievement Award - 2006-2008
  • NAIFA Quality Award 2011-2015
  • The Northwestern Mutual Forum 2018-2019

Associations and Memberships

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