George Guttman

CFP® and MBA

Guttman Financial Planning


George Guttman

CFP® and MBA

Guttman Financial Planning


As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - George Guttman, CFP® and MBA


Fee-Only financial planner located in Santa Monica, CA, serving clients locally and across the country

George Guttman is a Santa Monica, CA fee-only financial planner. Guttman Financial Planning provides comprehensive financial planning, retirement planning, and investetment management to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, George Guttman is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

George Guttman is a CERTIFIED FINANCIAL PLANNER™ with a MBA in finance from University of Southern California, a B.A. in mathematics and economics from Boston University and a graduate of the UCLA Personal Financial Planning program. 

Prior to founding Guttman Financial Planning, Inc., George worked for fortune 500 companies in a financial capacity (Northrop Corporation, Hilton Corporation and Morgan Stanley).  Early in his career he launched a successful entrepreneurial venture.

Working with larger financial planning operations further clarified George Guttman’s values and he decided to pursue a more individualized hands on approach to address his clients' needs.  By becoming a CFP® professional and his association with the fee-only spectrum of the Garrett Planning Network, he caters to his clients with a personal touch. George leverages his highly analytical background to maximize his clients' potential and prides himself on being readily available.

George stays busy during his free time as a father to two girls, a husband, and a past treasurer of a local non-profit.

Based in Santa Monica, Guttman Financial Planning, Inc. eliminates the mystery behind financial planning helping individuals and families objectively achieve their financial goals. As a registered investment advisor, we always place our clients' interests first and believe in empowering them. Through a process of individualized financial attention, we cater to each one of our clients' needs personally and provide services to help them reach financial success.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Garrett Planning Network - GPN
    George Guttman is a member of the Garrett Planning Network. Click here to learn more.

    Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.

  • Certified Financial Planner (CFP)
    George Guttman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    George Guttman is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact George Guttman

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Office Locations:

  • 1049 16th Street
    Santa Monica, CA 90403

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