Don Penn CFP®, RFC, PPCFinancial Advisor

Don Penn CFP®, RFC, PPC
Financial Advisor

Carmel, IN

As a Certified Financial Planner®, Don takes a holistic approach in helping clients make smart financial decisions.  This starts with understanding the client’s current financial position, goals, objectives and needs.   Don prepares consolidated financial statements and provides recommendations and strategies with regards to investment management, retirement planning, tax planning, estate planning, risk management and employee benefits.  After producing a financial plan for his clients, Don continues to educate clients on financial planning principles, portfolio strategies, and monitors progress toward meeting individual goals.

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 many small business owners establish and manage their company retirement plan.

Don graduated from the University of Notre Dame in 2000 with a Bachelor of Business Administration with double majors in Finance and Computer Applications.  He has over 20 years of experience advising individuals, families and business owners, and he earned his CFP® designation in 2008.  Don also holds the professional designation of Registered Financial Consultant (RFC) 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 he currently serves as President of his neighborhood HOA.