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Kari Jean Glosser

The reason I got into this profession:

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.

One thing I’m doing to help the planet

Recycling whenever possible, and encouraging those around me to do the same.

Outside of work, my passions include

Running, watching sports (Penn State, NY Giants, Lakers, Dodgers and Kings), traveling, reading, volunteering, spending time with friends and living life to the fullest.

One goal I’m saving for

Travel! I suffer from an extreme case of wanderlust. Up next: France, Germany and Southeast Asia.

The primary way I’m advancing my career knowledge

In The Good Boatman: A Portrait of Gandhi, the author writes that Mahatma Ghandi subscribed to the view that “a man should live thinking he might die tomorrow but learn as if he would live forever.” I couldn’t agree more.

Since my personal mantra is “never stop learning,” I attend conferences and networking events, read investment-related books and periodicals, and mentor with industry-leading professionals who have dedicated their lives to helping clients navigate the path to financial success.

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