Partner & Wealth Manager
Series 7 and 66
Certified in Long Term Care
Life and Health Insurance Licenses
B.S. Financial Management, Western Kentucky University
Certificate in Financial Planning, Western Kentucky University
“Without a plan, a goal is nothing more than a wish. At Guidance, I work with you to structure a plan focused on achieving your financial goals and then tailor that plan to maintain its fit until those goals become accomplishments.”
Beau Handy is the Senior Partner and Wealth Manager for Guidance Capital Management Group, an independent wealth management practice headquartered in Louisville, KY.
Among other duties, Beau is responsible for client on-boarding, creating financial plans and investing practice assets under management, currently approximated at $130 million.
Beau graduated from the honors program at Western Kentucky University with a Bachelor of Science degree in Financial Management, as well as a specific industry certificate in Financial Planning accredited by the CFP Board of Standards.
On January 22, 2014 the Certified Financial Planning Board of Standards conferred to Beau the designation of Certified Financial Planner, making him among the youngest to obtain the designation.
Beau is an active outdoorsman and an avid cyclist who enjoys competing in triathlons, including multiple Ironman sanctioned races, and other endurance style races.