Guy Bassini (CFP®, MA)
Guy Bassini focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
We offer a range of different services: Fee-based Portfolio Management Written Financial Plans Client Tax Preparation We are fiduciaries committed to objective financial advice free of conflicts of interest. We are paid only by our clients, and our fees are fully disclosed and transparent. We earn no commissions and accept no third-party fees. We take the time to understand our clients’ individual needs and goals. Our team approach allows us to bring together for each client our years of combined skills and experience. Additional information is contained in our form ADV filed with the Securities and Exchange Commission (SEC). You may obtain a copy by calling our office at (772) 231-1422 or visiting the SEC’s website (www.adviserinfo.sec.gov).Additional Information
Treasure Coast Financial Planning, headquartered in Vero Beach, Florida, has been providing comprehensive wealth management services since 1996. The company became a SEC registered investment advisory firm in 2013. We are fiduciaries committed to objective financial advice free of conflicts of interest. We are paid only by our clients, and our fees are fully disclosed and transparent. We earn no commissions and accept no third-party fees. We take the time to understand our clients’ individual needs and goals. Our team approach allows us to bring together for each client our years of combined skills and experience.NAPFA Start Date
October 20, 2021
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.