Guy Penn
Login to view DISC.Guy Penn is a founder of Core Planning, a firm dedicated to rethinking financial planning. With over two decades of experience, including roles at Citi and Bank of America Merrill Lynch, he specializes in family-centric investment advising. He holds a Masters in Finance from Webster University and a Series 65 license.
Outside of work, Guy is a glass artist and enjoys outdoor activities like trail-running, kayaking, and fishing. He is actively involved in his community, serving on multiple nonprofit boards, and balances his creative pursuits with his family life in OFallon, Missouri, with his wife and four children.
He uniquely combines a background in both Finance and Fine Arts from the University of Missouri-Columbia.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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