Glen A. Michel, MBA, ChFC®, AIF®, LUTCF®
Managing Partner at Advanced Portfolio Strategies- Claim this Profile
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Japanese Full professional proficiency
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English Native or bilingual proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Robert Grossman
My entire family is deeply grateful for Glen Michel. A number of years back, my elderly father was losing a lot of money in the stock market. I tried to get him to reallocate his portfolio, but he refused. At my wits end, I reached out to Glen for help. Glen met with my father and earn his complete trust. Glen recommended a strategy which would keep my father in his home by providing consistent cash flow for the rest of his life. Glen was directly involved in ensuring my father lived out his years without financial stress. What we did not know was the surprise my siblings and I received after our father passed years later. Glen wrote the policy so that each of us received an unexpected payout from the policy. More importantly, Glen was there for us to help us through this difficult time. He did not let us work with the insurance company, he simply took care of everything. Glen, you gave my father many years of peace and happiness. Thank you.
Clark Hamm
Integrity, intelligence and ability to present complex tax solutions in very simple and compelling plans.
Robert Grossman
My entire family is deeply grateful for Glen Michel. A number of years back, my elderly father was losing a lot of money in the stock market. I tried to get him to reallocate his portfolio, but he refused. At my wits end, I reached out to Glen for help. Glen met with my father and earn his complete trust. Glen recommended a strategy which would keep my father in his home by providing consistent cash flow for the rest of his life. Glen was directly involved in ensuring my father lived out his years without financial stress. What we did not know was the surprise my siblings and I received after our father passed years later. Glen wrote the policy so that each of us received an unexpected payout from the policy. More importantly, Glen was there for us to help us through this difficult time. He did not let us work with the insurance company, he simply took care of everything. Glen, you gave my father many years of peace and happiness. Thank you.
Clark Hamm
Integrity, intelligence and ability to present complex tax solutions in very simple and compelling plans.
Robert Grossman
My entire family is deeply grateful for Glen Michel. A number of years back, my elderly father was losing a lot of money in the stock market. I tried to get him to reallocate his portfolio, but he refused. At my wits end, I reached out to Glen for help. Glen met with my father and earn his complete trust. Glen recommended a strategy which would keep my father in his home by providing consistent cash flow for the rest of his life. Glen was directly involved in ensuring my father lived out his years without financial stress. What we did not know was the surprise my siblings and I received after our father passed years later. Glen wrote the policy so that each of us received an unexpected payout from the policy. More importantly, Glen was there for us to help us through this difficult time. He did not let us work with the insurance company, he simply took care of everything. Glen, you gave my father many years of peace and happiness. Thank you.
Clark Hamm
Integrity, intelligence and ability to present complex tax solutions in very simple and compelling plans.
Robert Grossman
My entire family is deeply grateful for Glen Michel. A number of years back, my elderly father was losing a lot of money in the stock market. I tried to get him to reallocate his portfolio, but he refused. At my wits end, I reached out to Glen for help. Glen met with my father and earn his complete trust. Glen recommended a strategy which would keep my father in his home by providing consistent cash flow for the rest of his life. Glen was directly involved in ensuring my father lived out his years without financial stress. What we did not know was the surprise my siblings and I received after our father passed years later. Glen wrote the policy so that each of us received an unexpected payout from the policy. More importantly, Glen was there for us to help us through this difficult time. He did not let us work with the insurance company, he simply took care of everything. Glen, you gave my father many years of peace and happiness. Thank you.
Clark Hamm
Integrity, intelligence and ability to present complex tax solutions in very simple and compelling plans.
Experience
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Advanced Portfolio Strategies
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United States
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Financial Services
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1 - 100 Employee
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Managing Partner
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Jan 2023 - Present
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Managing Director & Co-Owner
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Jan 2011 - Jan 2023
APS is a fully independent Registered Investment Advisory (RIA), that serves a highly diversified individual and corporate clientele. We are multilingual (English, Japanese, Portuguese, and Spanish) and as independent fee-based financial planners, we have the freedom to support our clients with the guidance and tools we believe they need. In addition, we have fiduciary duty, a standard that exceeds the obligation that many advisors have to their clients. We purposefully chose our corporate structure to include this standard because we embrace the importance of serving our clients' best interests at all times.APS is also an independent registered general insurance agency, which means we are not tied to any single insurance carrier or general agency. This independence allows us the freedom to canvass the market for the best and most suitable insurance products, should there be a need to do so.Advisory services are provided by APS Management Group, Inc. a Registered Investment Adviser. CA Insurance License #0E59657 Show less
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New York Life Insurance Company
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United States
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Financial Services
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700 & Above Employee
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Financial Services Professional
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Jan 2005 - Dec 2010
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Principal
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May 2000 - Dec 2004
International Business and Trade Consulting. International Business and Trade Consulting.
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Deloitte
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Business Consulting and Services
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700 & Above Employee
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Managing Director, Global Market Entry Practice
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Jun 1994 - May 2000
International Business and Trade Consulting. International Business and Trade Consulting.
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International Tax
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Feb 1993 - May 1994
International Tax and International Trade. International Tax and International Trade.
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Various Positions
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Oct 1988 - Jan 1991
International Commercial Real Estate Investments -- Tokyo International Public Relations -- Tokyo Business English Language Instruction -- Tokyo International Commercial Real Estate Investments -- Tokyo International Public Relations -- Tokyo Business English Language Instruction -- Tokyo
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Education
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1991 - 1992
Thunderbird School of Global Management
MBA, International Finance/Management -
2023 - 2023
fi360 A Broadridge® Company
AIF®, Accredited Investment Fiduciary -
2021 - 2023
The American College of Financial Services
ChFC®, Chartered Financial Consultant -
2007 - 2008
The American College
LUTCF®, Life Underwriter Training Council Fellow -
1980 - 1987
University of Arizona
BA, Oriental Studies/Business -
1983 - 1984
Kansai Gaidai University
Exchange Student, Japanese Language, Economics, Business
Community
