Kari Jean Glosser, CFP®

Director of Talent Cultivation
Kari Jean Glosser

My Story

At an early age, I discovered that even smart people can make bad financial decisions. I watched my father earn millions during the “tech bubble” and lose everything overnight when the bubble burst.

Several years later, my father called me to discuss a new company in which he was planning to invest. The first words out of my mouth were “I want to manage your finances.” In my quest to gain more in-depth financial and investment knowledge, I realized that it wasn’t just about helping my father manage his finances, it was about helping others like him avoid the same financial missteps.

How I’m expanding what’s possible with money

I oversee the recruitment, training, and management of our firm’s Associate Advisor Program. By finding and retaining quality Associates, we’re able to free up existing advisors to pursue more of what brings them joy, including community outreach and pro bono work. Once Associates become full-fledged advisors, we have the capacity to help clients of all backgrounds and asset sizes achieve financial freedom.

Outside of work, my passions include

Traveling the world, running for fun and in races, cheering on my favorite football teams (Penn State and N.Y. Giants), reading everything I can get my hands on, volunteering with my church and ZTA alumnae group, and spending time with friends and family. In short, living life to the fullest. (Because you just never know if today will be your last.)

Follow Kari Jean Glosser

Simplify your life with a plan that connects your money to what matters most.

Simplify your life with a plan

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.