Don Penn CFP®, RFC, PPCFinancial Advisor

Don Penn CFP®, RFC, PPC
Financial Advisor

Carmel, IN

Don prepares clients’ comprehensive financial plans and holds 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 employee benefits.  He reviews client’s results to evaluate progress toward meeting individual financial goals, and regularly educates clients on financial planning principles, portfolio strategies and market views. 

In addition to working with individual clients, Don also advises business owners regarding their retirement plan needs.  As a Professional Plan Consultant (PPC), Don is well versed on retirement plan design issues and has helped numerous companies establish and manage their company retirement plan.

In 2000, Don graduated from the University of Notre Dame with a Bachelor of Business Administration with double majors in Finance and Computer Applications.  Upon graduation, Don was a Financial Consultant at a CPA® firm in Indianapolis until joining FPC in 2004. He is currently a Raymond James Registered Representative (Series 7 license) and CERTIFIED FINANCIAL PLANNER (CFP®**).  Don also holds the professional designations of Registered Financial Consultant (RFC) and Professional Plan Consultant (PPC) in addition to being Life and Health Insurance Licensed.  He has been a member of the Financial Planning Association (FPA) since 2011, and he currently serves on the FPA Board of Directors for the Indiana Chapter.

Don enjoys spending time with his wife, Carolyn, and two sons, Owen and Parker along with other family members and friends.  Don is very active with his neighborhood and community, and currently serves on his neighborhood HOA.