7220 North 16th Street #E

Phoenix

AZ

85020

Professions

Fields

Estate Planning, Financial, Insurance

About Me
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

Jerry Guttman established himself as a financial advisor 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 advisor, representative he regularly oversees clients portfolio's and focuses on tax reduction strategies. \r\n\r\n\r\n\r\nHe 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. \r\n\r\n\r\n\r\nJerry has represented SOFA (Society for Financial Awareness) in the Phoenix Chapter since 2007. He has been an outstanding speaker and frequent lecturer for almost 30 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. \r\n\r\n\r\n\r\nJerry is an accomplished author and he has written articles for numerous publications nationwide. \r\n\r\n\r\n\r\nJerry is married to his wife, Lori, for over 30 years and has three children. In his spare time, he likes to read, travel, exercise and spend time with his family.\r\n\r\n\r\n\r\nJerry has been involved in the Financial Services arena since 1991. He attended Ferris State University in Big Rapids, Michigan where he studied Business Administration. \r\n\r\n\r\n\r\n\r\n\r\n\r\n

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