Guy Penn
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.
After launching a private practice in 2010, that mission would evolve into what is now 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.
Contact:
guy@corepln.com