This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-26-2016
- Office Locations
- 1
Office Locations
About Guttman Financial Planning
Guttman Financial Planning is a Santa Monica, CA fee-only RIA providing customized financial planning for individuals and families. Founder George Guttman, CFP, brings an analytical MBA finance background and follows a structured 7-step process with ongoing checkups, including goal-based planning and tax optimization. Affiliated with the Garrett Planning Network; custodies primarily at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GEORGE ALAN GUTTMAN
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4703622
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,684,399 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,684,399 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing