Our Qualifications



  
Glenn J.  Hansen, CFP®, MS  

Glenn Hansen has been involved in the financial services industry since 1981.  He graduated from Kutztown University with a Bachelor's Degree in Business Management and a minor in Accounting.  He also received a Masters of Science Degree (MS) in Financial Planning from the College of Financial Planning in Denver, Colorado in 1994.

Glenn holds the designation of Certified Financial Planner™, (CFP®) which he received in 1988. Glenn maintains Series 7, 24, 51, 53 and 63 Registrations, as well as resident life, health and annuity insurance licenses. Glenn is an Investment Advisor Representative and continues his career-related education to stay abreast of developments in the industry so that his clients receive comprehensive and strategic information. Glenn recently served as a Director of the Bucks First Federal Credit Union and is Past President of the Lower Moreland Business Association.  Glenn continues to serves as an industry Arbitrator.  As President of Financial Insights, Inc. and Registered Principal with FSC Securities Corporation,  Glenn strives to meet the needs of high net worth individuals, families, successful professionals, business owners and retirees.  He focuses on asset management and retirement planning.

Extensive background and knowledge in the financial and retirement planning fields allow Glenn to provide outstanding service to his clients.  While striving to build long-term relationships, Glenn has committed himself to assisting clients with the finest service and investment advice.  Through consistent effort and we believe, a reputation for integrity and professionalism, Glenn has built a solid client base and expanded his business through referrals from clients and other professionals.

Active in his community, Glenn is a member of the Harry A. Houseman Lodge #717-F&AM, and spent many years as a Coach and Board Member for the Bensalem Youth Organization.

Glenn and his wife, Dee, live in Yardley; he has two sons, Glenn and Dylan.  They enjoy traveling and golfing and attend Calvary Chapel of Philadelphia.

 

Robert W. Ratti, CFP®             

After graduating from Lebanon Valley College with a major in psychology and a minor in business and working at several local manufacturing companies, Bob started his professional investment career in 1980, at a New York Stock Exchange brokerage firm.  After five years of providing the traditional "transaction based" investment advice, he began the course of study to become a "Certified Financial Planner™".  After two years and six tests, Bob was licensed to use the CFP® mark.  In 1989, Bob became an independent investment advisor representative partnering with FSC Securities Corporation. Using these alliances, Bob has been able to offer personalized fee based investment management services at a reasonable cost, along with a full range of financial planning services as well as independent investment advice based on the client's goals, objectives and risk tolerance.

Bob maintains Series 7 and 63 Registrations, along with being registered in Pennsylvania, New Jersey, Florida, Georgia and New York as an Investment Advisor Representative.  He also holds resident life, health and annuity insurance licenses for New Jersey and Pennsylvania. Bob is a former member of the Bucks County Estate Planning Society as well as a former member of the South Jersey Estate Planning Society. Bob currently serves as an industry arbitrator.  He also served as an officer on the Board of Directors of the Financial Planning Association Philadelphia Tri-State Area Chapter.  Bob lives in Haddonfield, with his wife Barbara and has two sons.  Bob enjoys golfing, tennis, skiing, gardening and creating culinary surprises in the kitchen.

 

Donna Lawley, Administrative Assistant

Donna Lawley is our administrative assistant here at Financial Insights. With  over 19 years of experience in an administrative managerial role, she brings the experience of running a smooth business office with her. Donna's attention to detail and organizational skills are assets to our office.

Donna and her husband have raised 2 children. Their daughter is a Junior Accountant at a well known accounting firm in Southampton, PA and their son is an Executive Chef at a popular restaurant in Horsham, PA.

Donna and her husband live in a Victorian style house in Churchville, PA. They enjoy going to music festivals, Ocean City, MD and hanging out with their grandson.

 

   Certified Financial Planner Board of Standards Inc.

       

Mission Statement

Certified Financial Planner Board of Standards Inc., a professional regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning.

CFP Qualifications

To obtain the CFP certification, a person must study and demonstrate competency in six areas vital to comprehensive financial planning, including insurance, retirement, investments, and estate planning by successfully completing the CFP™ Certification Examination.  The emphasis of the educational program is the interrelationship of the financial areas and the need for an objective analysis of a client's circumstances and goals.  The CFP professional must also meet educational, work experience and ethical standards to maintain the right to use the CFP mark.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck