(800) 689-4851
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Jerry Guttman
7220 North 16th Street #C
Phoenix, AZ 85020
Profession:
Estate Planning, Financial, Insurance
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Legal Lessons for Life, Real Money - Real Estate, Refinancing 101, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers
About Me:
Jerry L. Guttman founded Guttman Financial Group, and affiliate companies in 1991. His philosophy was to help individuals, small and large businesses throughout the country. Jerry is a speaker and instructor who focuses on Financial, Tax, and Estate Planning. When meeting with clients his goal is to listen to their needs and help them understand today’s most challenging issues. As an investment advisory representative of United Planners, he regularly oversees clients portfolio’s and focuses on tax reduction strategies.

He has frequently appeared on many radio shows such as BNN, Consumer Hotline, N.P.R. and many others throughout the country. For over ten years he hosted numerous radio programs on KFNN Financial News Radio called “Tuesdays with Jerry”, and “The Asset Planning Solutions Hour,” both in the Phoenix area. He advised callers and listeners on financial, estate and investment related tax issues.

Jerry has represented SOFA (Society for Financial Awareness) in the Phoenix Chapter since 2007. He has been an outstanding speaker and frequent lecturer for over 25 years, and has spoken before many Corporations large and small; groups such as Lockheed Martin, TRW, City of Phoenix, The Arch Dioceses, University of Michigan, and International Cruises Lines. Jerry has also spoken at many Community Colleges and Universities throughout the country. Jerry continues to expand his education through industry continuing education courses during the year.

Jerry is an accomplished author and he has written articles for numerous publications nationwide.

Jerry is married to his wife, Lori, for over 20 years and has three children. In his spare time, he likes to read, travel, exercise and spend time with his family.

Jerry has been involved in the Financial Services arena since 1991. He attended Ferris State University in Big Rapids, Michigan where he studied Business Administration.









Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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