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Caleb G

Series 65

Pensacola, FL

Guernsey Financial, LLC

Caleb Guernsey is a financial advisor with Guernsey Financial, LLC in Pensacola, FL. He holds a Series 65 designation and has been with Guernsey Financial since 2018. Prior to his advisory role, he worked at Olive Baptist Church for one year and has a background in education. Guernsey Financial serves individual and high-net-worth clients, providing retirement-plan consulting, financial planning, portfolio analysis, and public educational seminars. The firm emphasizes advisory and oversight services, operating primarily as a co-advisor and referrer while relying on third-party managers for portfolio management.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities
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Douglas G

Series 63, Series 65

Pensacola, FL

Guernsey Financial, LLC

Douglas Guernsey is a financial advisor with Guernsey Financial, LLC in Pensacola, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Guardian Life and its affiliated entities from 1997 to 2019 before joining Guernsey Financial in 2019. Outside of his advisory role, Guernsey serves as Vice President of the Plantation Road Town Office Owners Association Inc. Guernsey Financial serves individual and high-net-worth clients, providing retirement-plan consulting, financial planning, portfolio analysis, and public educational seminars. The firm operates primarily as a co-advisor and referrer, focusing on advisory and oversight services while partnering with third-party managers to handle portfolio management.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities
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