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NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.

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Glen Oaks, CF2

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Glen Oaks

Certified Financial Fiduciary®

Vienna, OH
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200218

About Glen Oaks

Glen Oaks
Financial Security Management Agency Inc.
972 Youngstown-Kingsville RD SE
PO Box 830
Vienna, OH 44473
 
PROFESSIONAL BIOGRAPHY
Glen Oaks began his career in the insurance and financial services field in 1981. From the beginning, he sought top quality training in all aspects of life and health insurance and related topics. He obtained his fellow designation from the Life Underwriters Training Counsel (LUTC). He is a member of the National Association of Insurance and Financial Advisors (NAIFA).
Today, he continues to attend workshops and educational classes related to his field.
Glen founded Financial Security Management Agency Inc. in 1986 as an independent agency. The goal of the agency is to provide peace of mind through safe money options and financial security by using the right strategies and products.
In 2013, Glen co-authored the book titled, The Secret to Lifetime Financial Security, which quickly became an Amazon Best Seller.
In 2015, Glen became certified as a National Social Security Advisor which denotes advanced education, knowledge and training in the Social Security program. In 2019, he became a Certified Financial Fiduciary, the only designation that focuses solely on training financial professionals to be true fiduciaries.
Glen enjoys teaching people how money works in their lives. He aspires to be known as someone who can help people get from where they are to where they want to be financially. Many times, this comes about by capturing money they are transferring away from themselves and growing it in tax-favored accounts for their future. He believes people can achieve their financial goals without taking unnecessary risks. He uses his training and tools to help people get on the right track.
 
 
PERSONAL BIOGRAPHY
            Glen has been married for over 40 years to his wife, Marcia. They have two children and seven grandchildren. When Glen isn’t helping people become more financially secure, he enjoys playing golf, and ice hockey. He is a member of Fowler Community Church and serves as an elder there.
 

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