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Matthew G

Series 66, Series 63

Palmetto, FL

SPC

Matthew Glickenhaus is a financial advisor at SPC with 18 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Sigma Financial Corporation for 12 years and Raymond James Financial for one year. He also sells non-variable insurance products and annuities through approved channels associated with Sigma Financial Corp. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large advisory network and delivers tailored, discretionary investment advice, along with ERISA retirement services and estate/tax coordination through third-party providers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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