A complete list of active advisors currently associated with Gutman Financial Planning LLC

Warmer can help you find a great advisor at Gutman Financial Planning LLC or one who fits your needs even better.

The firm serves individuals, families, trusts, and estates with financial planning, investment consulting, and ongoing portfolio management delivered on an hourly, project, or ongoing basis. It also offers educational workshops for clients and prospects, a service that is uncommon among independent advisers. The firm generally follows a strategic, long-term approach centered on asset allocation, diversification, and periodic rebalancing, primarily using low-cost mutual funds and exchange-traded funds. It provides both discretionary and non-discretionary arrangements, gathers detailed client information to tailor recommendations, and reviews managed accounts at least quarterly. Distinctive features include that the firm is a recently established, early-stage sole practitioner reporting no assets under management as of the latest filing, and its principal maintains full‑time employment outside the advisory business while having a background in database management and analytics and membership in a national planning network. Operational points that may matter to clients: the firm expects to recommend a custodian it can support operationally, it does not currently aggregate trades, and it does not vote client proxies.

To learn more about the advisors currently working at Gutman Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Gutman	Loma Linda, CA	2

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