Only Fee-Only

#40 - Leading with Humility - Guy Penn


Listen Later

Guy's Bio:


With over 20 years in the financial services industry, Guy has extensive experience as a family-centric investment advisor. He specializes in estate planning, inheritance oversight, and wealth transfer strategies for families. 

Previously with Citi, Bank of America Investment Services, and MML, his ultimate ambition was to provide unbiased estate oversight and launched a private practice in 2010 which would grow into core planning.

Growing up in south Ferguson, Guy attended De Smet Jesuit High School through its work-study scholarship while earning a full ride as an Evans Scholar to the University of Missouri-Columbia. After studying Finance and Fine Arts at Mizzou, he followed up with a Masters Degree in Finance at Webster University in St Louis.

Nationally recognized, Guy's advice has been quoted by such outlets as Inc. Magazine, Newsweek, Forbes, US News, Consumers Digest, Fox Business, TheStreet.com, Parade Magazine, MSN Money, Nasdaq.com, Financial Advisor Magazine, On Wall Street, and Yahoo Finance among others.

Blessed with wonderful family and friends, Guy loves outdoor activities such as trail-running, kayaking, hunting and fishing. He is actively engaged in the community, volunteering on multiple nonprofit board seats.  

Always cultivating creative imbalance with art: oil, acrylic, and fused glass.

He and his wife, Jaime Lee, live in O'Fallon, Missouri with their four amazing, loud, and loving children.



Social: 

https://www.linkedin.com/in/guypenn/

Twitter: @guympenn

...more
View all episodesView all episodes
Download on the App Store

Only Fee-OnlyBy Broc Buckles and Peter Ciravolo

  • 5
  • 5
  • 5
  • 5
  • 5

5

15 ratings


More shows like Only Fee-Only

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,222 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

540 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

751 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,024 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

95 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,116 Listeners

The Long View by Morningstar

The Long View

913 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

The Long Game by Thomas Kopelman

The Long Game

67 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

129 Listeners

The Advisor Journey by Altruist

The Advisor Journey

27 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

Do Business. Do Life. — The Financial Advisor Podcast — DBDL by Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

325 Listeners

The Practical Planner by wealth.com

The Practical Planner

28 Listeners