Skip to main content

Our financial advice team


Bret Glover

Bret Glover

CFP®, CRPC®, AIF®

Private Wealth Advisor

WGG Wealth Partners
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Charitable Giving

Interests

  • I enjoy golf
  • I love to travel
  • I enjoy spending time with my family

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2007 - 2020
  • Ameriprise Circle of Success, 1999 - 2020
  • Ameriprise Diamond Ring Club, 2007 - 2020
  • Five Star Wealth Manager, 2017-2020
  • Ameriprise Hall of Fame, 2012 - 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7, Series 63
  • California Insurance License #0818320

Education

  • California State University, Sacramento
  • BS, Business Administration, 1990 Concentration in Finance and Economics

Community participation

  • Eureka Schools Foundation
  • UCP of Greater Sacramento
  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive