Hal D. Guy, CRPC, CLU, ChFC, CFP®

Hal D. Guy is the Founder and Managing Principal of StoneCastle Consulting. Hal employs a fully integrated framework to wealth planning for successful executives, affluent individuals and business owners. Hal's process-driven holistic approach provides a global view of each client's financial condition and planning issues. This comprehensive approach leads to more effective decisions in that each component of the client's unique financial situation – estate, investments, retirement and business, if applicable – is analyzed and incorporated into a dynamic customized written financial plan.

Hal is a noted speaker and educator on wealth planning issues. He was recently an adjunct professor at Manchester Community College for the CERTIFIED FINANCIAL PLANNER™ curriculum and was previously Chairman of the Education Committee for the Society of Financial Services Professionals – Hartford Chapter.  

Hal is a member of the Estate and Business Planning Council of Hartford and the Greater Hartford Probate Forum. In addition, he is a member of the Society of Financial Planners and the Financial Planning Association.  Hal has also been a recipient of the Five Star Wealth Manager Award 2012 -2018, which  recognizes wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.*

Hal received a Bachelor of Science in Business Administration from the University of Connecticut, and resides in Glastonbury with his four children – Adam, Alison, Lexi and Abigail.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of   2012-2018 Five Star Wealth Managers. 

CRPC conferred by College for Financial Planning