Karmi Gutman CAIA®, CFP®, ChFC®

Financial Planner

Frustrated with the traditional advisor model, Karmi wanted to join a firm whose sole focus was to help members live their best life without jeopardizing their financial future. With a background in portfolio construction and financial planning, he's committed to connecting with members and helping them make their goals a reality. He spends his free time making lasting memories with his large extended family, loving wife, and young son.