Guy Penn
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Guy Penn

Founder at Core Planning

Verified advisor · CRD 5267938

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Core PlanningFounder
Listed in People
Financial Advisor
#351LinkedIn rankOn Advicer, by followersLinkedInUpdated Oct 20261,624followersContact Guy on LinkedIn
16
Tools in my stack
Box
Client File Sharing
Wealth.com
Estate Planning, Tax Planning, Outsourced Estate Document Preparation
Hadrius
Compliance
Holistiplan
Tax Planning
Altruist
Custodial Platform
+11 more
Asset-Map
Advice Engagement
Elements
Proposal Generation/Sales Enablement
eMoney
Client Portal, Financial Planning, Account Aggregation
fpPathfinder
Advice Engagement
RightCapital
Financial Planning
AdvicePay
Advisory Fee Billing
Portfolio Visualizer
Investment Data/Analytics
Wealthbox
CRM
Vanguard Portfolio Analytics
Investment Data/Analytics
Tally
Client Data Gathering
Charles Schwab
Custodial Platform
0
Events coming up
0
Books, pods, letters
0
Things I'm open to