George Guttman
CFP® and MBA
Guttman Financial Planning
President
George Guttman
CFP® and MBA
Guttman Financial Planning
President
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.
Specialties
- 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
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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.
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George Guttman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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
Office Locations:
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1049 16th Street
#4
Santa Monica, CA 90403
