- Piedmont Avenue, Oakland
- (925) 257-2070
- glenn@personalbestfinancial.com
A comprehensive approach to efficiently achieving financial independence
Photo by Glenn Tom, John Muir Trail.
Fiduciary who always places the client's interests above their own
Guided by someone who has actually achieved financial independence
Our Goal
Leading high-earning families to personal best financial outcomes
Freeing up time to do good through financial independence
Glenn Tom is the Founder and Managing Member of Personal Best Financial LLC, a fee-only financial planning & investment advisory firm. Glenn founded his firm with the strong belief that the path to financial independence could be most efficiently guided by someone who is both a fiduciary advisor and has already achieved their own financial independence.
Glenn received his MBA in Finance and Marketing from Wharton and spent his Corporate career as a marketing executive with Intuit, Morgan Stanley and American Express. While charting his own path to financial independence, Glenn was also actively guiding many of his family members and friends towards optimizing their financial and investment decisions.
As a lifelong competitive athlete who enjoys mountain biking, adventure motorcycling and golf, Glenn understands the importance of optimal technique, coaching and diligence in achieving your personal best in both sports & your financial life.
*The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Glenn is located in the Piedmont Avenue neighborhood of Oakland, CA.
I work primarily with technology industry professionals, healthcare professionals and small business owners.
If you need help charting your path to financial independence, let’s schedule a time to talk!
Personal Best Financial LLC (“Personal Best Financial”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Personal Best Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Personal Best Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.