Guy Bassini has been Principal Owner, Chief Executive Officer, President and Chief Compliance Officer of Treasure Coast Financial Planning since January 1996, is a control person of the firm and directly owns 75% or more of it. Guy Bassini holds a B.A. in History from State University of New York, Empire State College and an M.A. in History from the University of Nebraska at Kearney.
Treasure Coast Financial Planning, Inc. is a Vero Beach, FL firm with $241M under management, 251 clients and 5 advisers in one office, as of its March 2026 filing.
Guy L. Bassini is President of Treasure Coast Financial Planning, based in Vero Beach, Florida. He is the founder and CEO of Treasure Coast Financial Planning, Inc., a firm that provides comprehensive wealth management services. He has been helping clients develop, implement and monitor financial and estate plans since 1988.
Guy Bassini’s longest registration was 18 years at LPL Financial LLC (1995–2013). Before joining Treasure Coast Financial Planning in 2013, Guy Bassini was registered through LPL Financial LLC.
- – present · 13 yearsVero Beach, FL · Adviser representative · Firm CRD 166684
- LPL Financial LLC– · 18 yearsVero Beach, FL · Adviser representative · Firm CRD 6413
Professional designations
Listed by Treasure Coast Financial Planning
- CFP®
Investment adviser representative registrations
Guy Bassini is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in April 2013.
- FloridaSince 22 April 2013
- TexasResidentSince 8 April 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 October 1995 |
| Series 24 | General Securities Principal Examination | 14 July 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 December 1988 |
| Series 7 | General Securities Representative Examination | 17 September 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Guy Lawrence Bassini
- CRD
- 1874159
- Firm
- Treasure Coast Financial Planning · CRD 166684
- Role
- Principal Owner, Chief Executive Officer, President and Chief Compliance Officer
- Office
- 545 BEACHLAND BLVD, Vero Beach, FL 32963
- Registration
- Investment adviser registration
- In the industry since
- April 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theplanningco.com
Where does Guy Bassini work?
Guy Bassini has been Principal Owner, Chief Executive Officer, President and Chief Compliance Officer of Treasure Coast Financial Planning, Inc. since January 1996, and is a control person of the firm.
Is Guy Bassini a financial advisor?
Yes. Guy Bassini has a current investment-adviser registration in Florida and Texas, through Treasure Coast Financial Planning since April 2013.
How many years of experience does Guy Bassini have?
Guy Bassini has 31 years in the financial industry, since April 1995, across 2 adviser firms.
What exams has Guy Bassini passed?
Guy Bassini has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in September 1988.
Where is Guy Bassini based?
Guy Bassini’s registered office is in Vero Beach, FL.
Is Guy Bassini registered with FINRA?
No. Guy Bassini has no current broker registration.
Is Guy Bassini a CFP?
Treasure Coast Financial Planning lists Guy Bassini with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Guy Bassini’s record?
Search CRD 1874159 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Guy Bassini’s full registration record.
