AeroLeads people directory · profile
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® Email & Phone Number
Financial Advisor, Certified Financial Planner™, Accredited Investment Fiduciary Analyst®
at
Ely Prudent Portfolios, LLC
1 work email found
@elyportfolios.com
2 phones found area 530
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor, Certified Financial Planner™, Accredited Investment Fiduciary Analyst®
Location
Chico, California, United States
Company size
Who is Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®? Overview
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Quick answer
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® is listed as Financial Advisor, Certified Financial Planner™, Accredited Investment Fiduciary Analyst® at Ely Prudent Portfolios, LLC, a with 4 employees, based in Chico, California, United States. AeroLeads shows a work email signal at elyportfolios.com, phone signal with area code 530, and a matched LinkedIn profile for Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®.
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® holds Bachelor, Economics from Uc Santa Barbara.
Company email context
Email format at Ely Prudent Portfolios, LLC
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*@elyportfolios.com
71% confidence
AeroLeads found 1 current-domain work email signal for Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®. Compare company email patterns before reaching out.
Profile bio
About Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®
Guerdon has over 30 years of experience in financial advising and portfolio management. He has taught courses on retirement distribution planning for the California Continuing Education of the Bar and other professional organizations. In addition, he has contributed to educational materials for the American Law Institute-American Bar Association, the Notre Dame Tax Institute, and the Heckerling Institute on Estate Planning. He has also been interviewed for articles appearing in Newsweek, Forbes, Bloomberg, Trusts and Estates, Retirement Weekly and The Wall Street Journal.Guerdon is the creator and developer of two highly regarded retirement distribution software programs, MRD-Determinator and Pre-Determinator, which have been reviewed in MorningstarAdvisor.Com, Investment Advisor, Accounting Today, and WebCPA. He is the founder of Ely Prudent Portfolios, LLC, an investment advisory firm. His book, Uncertainty is a Certainty: Fables for Fiduciaries, is a guidebook for trustees of private trusts, board members of non-profits, decision makers of pension plans, or anyone else responsible for managing money that does not belong to them. His new book, Lower Your Financial Handicap: Advice from the Financial Caddie, illustrates basic financial principles, in an entertaining way, by using a compilation of over 50 stories from his experiences working as a caddie on the PGA Senior Tour and as a production assistant for various television networks.In addition to his own books, he has been acknowledged for his contributions to The Prudent Investor Act: A Guide to Understanding by W. Scott Simon, Life and Death Planning for Retirement Benefits by Natalie Choate and The Terrible Truth About Investing by Bruce J. Temkin.Specialties: Retirement Distribution Planning,Fiduciary Compliance Consulting,Index Investing
Listed skills include Prudent Investing, Retirement Plans, Fiduciary, and Rmds.
Current workplace
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ely Prudent Portfolios, Llc
1 role · 21 years
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® work experience
A career timeline built from the work history available for this profile.
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Financial Advisor, Certified Financial Planner™, Accredited Investment Fiduciary Analyst®Managing investment portfolios based on modern prudent fiduciary practices. Advising investors on the science of capital markets. Developing tax-efficient distribution strategies that comply with the required minimum distribution laws.
6 education records
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® education
Master, Business Administration
Board Certified Fiduciary™
Center For Board Certified Fiduciaries
FAQ
Frequently asked questions about Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®
Quick answers generated from the profile data available on this page.
What company does Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® work for?
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® works for Ely Prudent Portfolios, LLC.
What is Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®'s role at Ely Prudent Portfolios, LLC?
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® is listed as Financial Advisor, Certified Financial Planner™, Accredited Investment Fiduciary Analyst® at Ely Prudent Portfolios, LLC.
What is Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®'s email address?
AeroLeads has found 1 work email signal at @elyportfolios.com for Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® at Ely Prudent Portfolios, LLC.
What is Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 530 for Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® at Ely Prudent Portfolios, LLC.
Where is Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® based?
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® is based in Chico, California, United States while working with Ely Prudent Portfolios, LLC.
What companies has Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® worked for?
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® has worked for Ely Prudent Portfolios, Llc.
Who are Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®'s colleagues at Ely Prudent Portfolios, LLC?
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®'s colleagues at Ely Prudent Portfolios, LLC include Deborah Cockrell.
How can I contact Guerdon Ely, Mba, Cfp®, Aifa®, Chfc®?
You can use AeroLeads to view verified contact signals for Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® at Ely Prudent Portfolios, LLC, including work email, phone, and LinkedIn data when available.
What schools did Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® attend?
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® holds Bachelor, Economics from Uc Santa Barbara.
What skills is Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® known for?
Guerdon Ely, Mba, Cfp®, Aifa®, Chfc® is listed with skills including Prudent Investing, Retirement Plans, Fiduciary, and Rmds.
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