Guerdon T. Ely, MBA, CFP, AIFA, ChFC, is a financial advisor, author, and software developer. His expertise is in retirement plan distribution issues and prudent fiduciary investing. He has been used as an expert resource for financial articles appearing in Newsweek, Forbes, Bloomberg, Trusts and Estates, Retirement Weekly, and The Wall Street Journal.
He has also helped prepare educational materials for the California Continuing Education of the Bar, the American Law Institute-American Bar Association, the Notre Dame Tax Institute, and the Heckerling Institute on Estate Planning.
In Lower Your Financial Handicap: Advice from the Financial Caddie, the author explains that while good investing should be boring, good investment education shouldn’t be.
Guerdon uses entertaining and self-deprecating stories from his golfing experiences as a caddie on the PGA Senior Tour, as a spotter for the TV networks, and as a golf nut to illustrate financial principles. His great storytelling and whimsical wit actually turn a dry subject into a fun experience.