GLENN WOODY
FINANCIAL CONSULTANTS, INC.


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GLENN WOODY
FINANCIAL CONSULTANTS, INC.

ORGANIZATION

Glenn Woody Financial Consultants, Inc. (GWFC) is a California corporation, incorporated in 1982, to provide investment management and consulting services to high net-worth individuals and small institutional clients.

Glenn Woody has been in the business of providing investment services to individuals, family trusts, small company retirement plans and non-profit organizations since 1971. He spent ten years at Paine Webber where he honed his basic investment skills, practiced financial planning, earned his Certified Financial Planner designation and developed an understanding of what is involved in being a true professional in this rapidly growing industry. This independent company was formed in 1981 to specialize in those services.

Glenn is considered as somewhat of a pioneer in the fee-only financial consulting area. He converted his practice from a fee-plus-commission to a fee-only practice in 1988, far ahead of the rush into the fee-only area which is taking place more recently.

Glenn is a Registry Financial Planner and has been very active in both major financial planning organizations. He was President of the Orange County Chapter of the International Association for Financial Planning in 1985-1986. He then served as President of the Orange County Society of the Institute of Certified Financial Planners in 1987-1988.

Glenn continues to be active in fraternal and civic activities. He has served as the Investment Committee Chairman of California endowment fund which totaled some $275,000,000. He has been active with Goodwill Industries of Orange County, serving as Chairman of the Board for two years in 1984 and 1985. He continues to serve on their Investment Committee. Glenn is the Chairman of the Investment Committee for an international fraternal organization.

Glenn was an active Toastmaster for many years and continues to give presentations on financial planning, investments, free enterprise and Americanism.

Glenn Woody Financial Consultants, Inc. is based in Costa Mesa, California, with clients across the nation.

GWFC has a partnership arrangement with The Carmack Group, Inc. (TCG) of Alhambra, California, in which clients whose portfolios have an aggregrate total in excess of $1 million are managed. The partnership is a Registered Investment Adviser and is known as Woody Carmack Investment Management. The long years of institutional consulting experience enjoyed by TCG, along with their proprietary analytical techniques are available to clients of GWFC by virtue of this partnership.


GWFC


Glenn D. Woody, CFP
President

151 Kalmus Drive, Suite C-150
Costa Mesa, California 92626
(714) 850-0534 (714) 850-0934 FAX
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GLENN WOODY
FINANCIAL CONSULTANTS


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