Don Penn

Don Penn Email and Phone Number

Certified Financial Planner (R) @ Financial Partners Group
carmel, indiana, united states
Don Penn's Location
Carmel, Indiana, United States, United States
Don Penn's Contact Details
About Don Penn

Don Penn is a Certified Financial Planner (R) at Financial Partners Group. He possess expertise in retirement planning, investments, financial planning, portfolio management, strategic financial planning and 18 more skills.

Don Penn's Current Company Details
Financial Partners Group

Financial Partners Group

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Certified Financial Planner (R)
carmel, indiana, united states
Website:
financialpg.com
Employees:
20
Don Penn Work Experience Details
  • Financial Partners Group
    Financial Advisor
    Financial Partners Group Aug 2021 - Present
    Carmel, In
    Disclosure: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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  • Financial Planning Consultants, Inc.
    Vp And Financial Planning & Retirement Plan Analyst
    Financial Planning Consultants, Inc. Mar 2004 - Aug 2021
    In addition to being Vice President of Financial Planning Consultants, Inc., my role is to analyze, organize and help our clients understand their total financial picture by preparing their comprehensive financial plans and annual plan reviews. This includes evaluating the client’s current financial position and recommending strategies for investment management, tax planning, estate planning, risk management and monitoring results regularly to evaluate the client’s progress toward meeting individual financial goals. I educate clients on financial planning principles, investment philosophy, portfolio strategies and market views. I also advise and support our corporate clients on their retirement plan and employee benefit needs.Financial Planning Consultants, Inc. is a Registered Investment Advisor (not a registered broker/dealer) and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Financial Planning Consultants, Inc. & Raymond James financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
  • Raymond James Financial Services, Inc.
    Registered Representative
    Raymond James Financial Services, Inc. Mar 2004 - Aug 2021
    For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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  • Frontier Financial Consultants, Inc.
    Investment Advisor Representative
    Frontier Financial Consultants, Inc. Aug 2000 - Feb 2004
    Indianapolis, Indiana Area
    Business development and client service. Provided clients with investment management and financial planning services. Individuals, small business owners, corporations. Retirement planning, investment planning, education funding, business retirement plans.

Don Penn Skills

Retirement Planning Investments Financial Planning Portfolio Management Strategic Financial Planning Finance Estate Planning Risk Management Financial Advisory Retirement Investment Management Securities Employee Benefits Financial Planners 401k Mutual Funds Wealth Management Insurance Pensions Education Funding Investment Advisory Tax Planning Strategic Planning

Don Penn Education Details

Frequently Asked Questions about Don Penn

What company does Don Penn work for?

Don Penn works for Financial Partners Group

What is Don Penn's role at the current company?

Don Penn's current role is Certified Financial Planner (R).

What is Don Penn's email address?

Don Penn's email address is do****@****sor.com

What is Don Penn's direct phone number?

Don Penn's direct phone number is +176544*****

What schools did Don Penn attend?

Don Penn attended University Of Notre Dame, Penn High School.

What skills is Don Penn known for?

Don Penn has skills like Retirement Planning, Investments, Financial Planning, Portfolio Management, Strategic Financial Planning, Finance, Estate Planning, Risk Management, Financial Advisory, Retirement, Investment Management, Securities.

Who are Don Penn's colleagues?

Don Penn's colleagues are Timothy Johnston, Bc.jaroslava Balogová, Steve Church, Ross Whitfield, Jami Wolsiefer , Mba, Dennis Johnson, Shawn Edelen.

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