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Glen R. Golish, LUTCF
Mr.
Golish is President of Golish Financial
Group, LLC. He specializes in assisting
seniors, business owners, and high net worth
families with creative economic strategies.
Mr. Golish is a graduate of Drexel University
where he received the Financial Management
Association (FMA) Honor Society Leadership
and Service Award. Since 1989 Mr. Golish
has been assisting clients with the creation,
preservation and most importantly, the distribution
of wealth. He does this by utilizing very
specific financial, insurance, and tax-efficiency
strategies. He has shared his knowledge
of ‘charitable giving’ to further
the fundraising objectives of many non-profit
organizations. As an educator approved by
the Florida Bar, Mr. Golish provides Continuing
Education Classes to Attorneys in the areas
of Wills, Trusts, Estates, Ethics, and Life
Insurance Valuations. Mr. Golish is also
an approved moderator by the Life Underwriter
Training Council to conduct continuing education
classes relating to business continuity
and estate planning issues.
Mr. Golish lives in Boca Raton with his
wife, Rosa and their four children Ariella,
Leora, Shoshanna and Yosef.
Mr. Golish has been recognized and/or involved
with the following prestigious groups and
organizations:
• The Million Dollar Round Table,
Qualifying & Life Member, Top of the
Table Member
• The National Association of Life
Underwriters
• The Philadelphia Estate Planning
Council
• Congregation Mikvah Israel Synagogue
(Philadelphia)
• Boca Raton Synagogue
• Jewish Business Network –
Lights of Tomorrow, 1996-Recipient
• Certified Senior Advisor (CSA) since
2000
• Jewish Federation Board of Directors,
YAD, IOC & PAC Committee Member
• Jewish Federation James and Marjorie
Baer Outstanding Young Leadership Award
2006
• Ben-Gurion Society & Cabinet
Member
• Hillel Day School Board of Directors
& ‘Lamed Vav’ Society Member
• Israel Bonds King David Society
• Leadership Alliance – A Group
of Boca Raton’s Premier Decision Makers
(Founder)
• Guardian Presidents Council
• AIPAC Capitol Club Member
• Israel Defense Forces honoree 2006
& Executive Board Member
• Wexner Heritage Program Member
• Ohel Children’s Home and Family
Services Supporter
• Boca Raton Chamber of Commerce
• HOD
Glen R. Golish
is a Registered Representative of and offers
Securities and Investment Advisory Services
through MML Investors Services, LLC Member
SIPC. 1000 Corporate Drive, 7th Floor, Fort
Lauderdale, Florida 33334, 954-938-8800.
Golish Financial Group, LLC is not a subsidiary
or affiliate of MML Investors Services,
LLC. Products and services offered through
many fine companies.
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