logo

Meet Guerdon T. Ely, MBA, CFP®, AIFA®, ChFC®

Summary

I am a fee-only advisor and an acknowledge expert on required minimum distribution and fiduciary issues, but I am best known for my entertaining financial writings. While good investing depends on boring discipline, I found good investment advice needs to be more exciting. For years I wrote newsletters that nobody read. However, when I started presenting the same material in entertaining stories it not only had the desired effect of dramatically increasing readership, but it also had a huge impact on the retention of the information.

Books

Uncertainty is a Certainty: Fables for Fiduciaries -- A book on prudent investing that uses entertaining stories to explain fiduciary duties.

Lower Your Financial Handicap: Advice from the Financial Caddie – I use stories from my experiences as a Senior PGA Tour caddie and as a spotter on golf telecasts as analogies for explaining the basic principles of investing.

Software

MRD-Determinator and Pre-Determinator -- Software programs on required minimum distribution and pre-59 ½ rules.

Educational Materials and Articles

Contributions to Educational Materials -- American Law Institute-American Bar Association programs, the Notre Dame Tax Institute, and the Heckerling Institute on Estate Planning

Contributions to Articles -- Newsweek, Forbes, Bloomberg, Trusts and Estates, Retirement Weekly, Dow Jones, and The Wall Street Journal

Other Accomplishments

Teaching Classes for the California Continuing Education of the Bar

Reviewed Natalie Choate’s revisions of her book, Life and Death Planning for Retirement

Benefits since the 1990s. In the latest edition she acknowledges my help and kids me by saying “…please don’t anyway tell Guerdon that this is not, as he thinks, kind of fun.”

Board member for the Center for Board Certified Fiduciaries

Education

Bachelor of Economics – UC Santa Barbara - 1971

Master of Business Administration - California State University, Chico - 1981

Certified Financial Planner™ - College for Financial Planning

Chartered Financial Consultant® - The American College of Financial Services

Accredited Investment Fiduciary Analyst® - Fi360

 

Thank you for your patience while our site in undergoing updates!

Client Login

Lost Password