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Glen Oaks

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

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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Certified Financial Fiduciary ®

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