#129 - Cutting Complexity and Growing Community with Guy Penn
What if financial planning could be simpler—and better?
Guy Penn, founder of Core Planning, joins us to share how building the simplest version of an RIA has led to something powerful: a close-knit community of advisors built on generosity, trust, and support.
At Core, everything starts with one question: “What can we remove to make this better?” Instead of adding layers of complexity, the firm focuses only on what helps clients and advisors. The result? A place where people come first and relationships thrive.
Generosity is the core value. Advisors help each other, share ideas, and grow…
The skinny
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