Basic Information
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Company
Greater Wealth -
Phone
8322866576 -
Mobile phone
8322866576 -
Email
Glennw23@gmail.com -
What is your "why"? Why do you do what you do?
In June of 2010 I lost my dad two days after graduating from high school. After losing him at a critial time in my life my family not only had to suffer the loss of a loved one but also the loss of the financial stability I became acustom to know because he had no life insurance. To make a long story short, my mom and little sister moved out of the house that we grew up in into an apartment while my sister and I went through college. At that time I was going to school to study computet enginnering but after I notice how important financial education is I threw myself into business to learn as much as I can about financial Planning. -
About me
I have close to a decade in Financial Services experience. I completed my education from Sam Houston State University where I recieved my Bachlors in Business and Finance. Then I continued my education at Rice University where I have successfully completed the course work of CERTIFIED FINANCIAL PLANNER™ Professional certification. -
Profession
Loan Officer -
Title
Mortgage Loan Officer -
Website
https://financialprofessionals.massmutual.com/glenn-a-walker-iii
Contact Information
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Describe your perfect referral
My perfect referral is someone who is young recently married with kids late 20's early to mid 30's. I like to work with this group to help them get on a good financial track early on, it helps reduce mistakes, saves money, and saves time in the long run, so we do not have to do damage control later.
I also do well with those who are approaching retirement 40'-60's where I can help plan for their retirement future.
Also lastly I love working with business owners, I want to make sure they are preparing for retirement and also have a plan in place incase they get injured on the job. -
State
Texas -
Zip
77066 -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/Glenn-A-Walker-III-109258211244744 -
LinkedIn Profile
www.linkedin.com/in/htxfinancialprofessional/
Education
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College / University
Sam Houston State University -
Graduation Year
2015 -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you currently have Life Insurance?
Do you have a Financial Plan?
Are you confident about your retirement?
Are you currently working with a Financial Advisor?