Bret Glover, CFP®

• Advisor, Personal Office^®
• 916.232.4512
• bret.glover@northrockpartners.com

Bret is a Personal Office^® Advisor with NorthRock Partners, bringing over three decades of experience guiding individuals, families, and organizations through the complexities of wealth management. Recognized as one of the nation’s leading advisors, Bret has been named as one of Barron’s Top 100 Independent Financial Advisors, Barron’s Top 1,200 Financial Advisors, and Forbes Best-in-State Wealth Advisors. He is committed to providing clients with clarity and confidence across all aspects of their financial lives.

Bret focuses on creating strategies that seek to preserve and grow wealth for generations. His expertise includes retirement income planning, tax-efficient solutions, estate planning strategies, and qualified retirement plans, with a particular focus on serving foundations and charitable organizations to help them achieve their missions with confidence and sustainability. As a trusted advisor, Bret partners with clients to closely align their financial strategies with their goals, values, and legacies.

With a career built on holistic financial planning and a deep understanding of market dynamics, Bret is known for creating tailored solutions that integrate investment strategy, tax planning, and wealth preservation. He holds the Certified Financial Planner (CFP^®), Chartered Retirement Planning Counselor (CRPC^®), and Accredited Investment Fiduciary (AIF^®) designations, and earned his Bachelor of Science in Business Administration with a concentration in Finance and Economics from California State University, Sacramento.

Bret's approach reflects NorthRock's Personal Office^® commitment: simplifying complexity, anticipating needs, and helping clients live confidently knowing their financial lives are managed with excellence.

Professional Designations and Associations

Professional and Community Involvement

Personal Life