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Gary Penn: Your Financial Professional
Your values, needs and expectations are Priority #1 when it comes to your financial future. That is why Penn Financial’s Owner, President, and Financial Advisor, Gary Penn, will work to help you pursue your dreams and goals.
Gary Penn is a Fiduciary and Financial Advisor living in Fenton with his wife and the youngest of his 3 children.
As the owner of Penn Financial LLC, Gary helps people just like you. From Michigan and as far away as California in all things related to comprehensive financial planning. From planning to execution. Gary works tirelessly with his clients to create lasting Friendships and to help them to pursue the financial success that they deserve.
With years of financial-investment experience, Gary prides himself on providing all of his clients with sound financial strategies and advice. His financial planning practice helps clients pursue their financial goals by emphasizing smart investment management through a multitude of tools and investment platforms. He created Penn Financial GPS—an exclusive system that helps you on the path to financial success.
No matter where you are in life—planning for retirement, living in retirement, or planning your estate—Gary will create a custom comprehensive plan that’s tailored just for you and then revised to reflect economic or lifestyle changes, as your life unfolds.
Gary holds a Bachelor of Science Degree from Central Michigan University.