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Customized with Care

Fee Only financial planning for individuals and families


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.

Creating Bold Financial Futures

Through extensive experience

George Guttman

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.

How the Magic Happens

A proven 7-step process for success


STEP 1 – Initial Inquiry
STEP 2 – Get Acquainted Meeting
STEP 3 – Data Gathering and Initial Preparation
STEP 4 – Interactive Goal Setting
STEP 5 – Analysis and Plan Formulation
STEP 6 – Presentation of Your Financial Plan
STEP 7 – Financial Checkups

Integrity • Comprehensive • Dependable

Helping you get and

stay ahead financially


Everyone’s needs are different. Whether you’re in countdown mode, 20 years until retirement, planning for your kids’ college or looking to optimize your taxes, it’s always smart to look ahead.

Depending on the level of service, you can always expect George Guttman to give you an honest assessment on how you’re doing and the best strategy to achieve your financial goals.

Guttman Financial Planning, Inc. specialties include:

Retirement Planning

Investment Management

Financial Planning

Social Security Strategies

Educational Funding


Tax Planning

Let’s Get Started

Book your initial inquiry meeting today! 


Let's get started to determine if we are a good fit for one another.