Glenn Shane, CFP®Vice President, Head Of Office, Safety Harbor
Glenn Shane, Safety Harbor, advises clients on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation at the Safety Harbor office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management Division of Goldman Sachs.
He formed his own independent company, Shane & Associates, Registered Investment Advisers, in 1988 before joining what is now Goldman Sachs Personal Financial Management. Glenn has also served on the management advisory council at AIG Financial Advisors and worked as an Analyst with Dun & Bradstreet.
He is a graduate of the University of South Florida and earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 1986.
Glenn was raised in Florida and has lived in the Tampa Bay area for over 30 years. He currently resides in Palm Harbor with his wife Lara and son Cooper.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co. or Mercer Allied Company, L.P. (“Mercer”), member FINRA/SIPC. GS&Co., Mercer and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.