Glenn Blachman

CFP®, CIMA®, AIF®

Gateway Advisory, LLC

Principal and Financial Planner

I can work with clients anywhere!

Glenn Blachman

CFP®, CIMA®, AIF®

Gateway Advisory, LLC

Principal and Financial Planner

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Glenn Blachman, CFP®, CIMA®, AIF®

Glenn Blachman is a fee-only financial advisor with offices in Westfield and Toms River, NJ.  Gateway Advisory specializes in comprehensive financial planning to help clients plan, grow and protect their assets through all stages of life. As a fiduciary, Glenn Blachman has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.

Glenn is one of the founding partners and a principal of Gateway Advisory, LLC.  Prior to forming Gateway in 2010, Glenn was a Vice President and investment advisor at Merrill Lynch where he started his financial services career in 1994.

Glenn earned his Bachelor of Arts degree in Economics from Rutgers University, his Certified Financial Planning designation (CFP®) from NYU, his Master of Science degree in Financial Planning from the College for Financial Planning, his Certification as an Investment Management Analyst (CIMA®) from the Wharton School of the University of Pennsylvania, and his Accredited Investment Fiduciary designation (AIF®) from the Center for Fiduciary Studies.

Glenn is a member of The National Association of Personal Financial Advisors (NAPFA) and the Investment Management Consultants Association (IMCA).

401(k) Wire named Glenn as one of the 300 Most Influential Defined Contribution Advisors.  Financial Times named Glenn as Top 401 Financial Advisors and Gateway Advisory as Financial Times 300 Top Registered Investment Advisors.


Glenn resides in Brooklyn, New York with his wife and two daughters.  He is also on the Advisory Board for Eisner Crane Lake Camps.  When he is not at work, he enjoys spending time with his family, an occasional round of golf, fishing and skiing.

Glenn Blachman's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • Accredited Investment Fiduciary®

Gateway delivers critical financial services and advice to affluent individuals and corporate and institutional clients. We are not simply advisors; we are stewards. Our mission is to measurably improve and simplify your fiscal responsibilities — to be your gateway to a brighter financial future.

Gateway is your fiduciary partner, dedicated to delivering retirement plan solutions for sponsors and participants alike. At Gateway, managing wealth is more than simply investing — we offer hands-on, integrated financial planning and investment services.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Glenn Blachman is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Glenn Blachman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CIMA - Certified Investment Management Analyst
    Glenn Blachman is a Certified Investment Management Analyst® (CIMA®)

    CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

  • Accredited Investment Fiduciary®
    Glenn Blachman is an Accredited Investment Fiduciary® (AIF)

    Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

Contact Glenn Blachman

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Office Locations:

  • 81 East Water Street
    Suite 2A
    Toms River, NJ 08753
  • 900 South Ave West
    Westfield, NJ 07090

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