Brent Guttman is the firm's President, Branch Principal and a Managing Partner of FMS Financial Partners, Inc. and Partners Insurance Services, Inc. Brent is also the owner of Guttman Financial & Insurance Services, Inc.
Brent is a Financial Consultant and holds a license to transact business for securities, life insurance, disability insurance, Long Term Care insurance, annuities, and Property & Casualty insurance. Brent received his B. A. degree from California State University Northridge and entered the Financial Services industry in 1992. He is a Registered Representative with Kestra Investment Services, LLC.
Areas of Brent's expertise include employee benefits, executive planning, retirement planning, investment and insurance planning for individuals, families, and businesses. Brent acts as a consultant to CPAs, attorneys and other professionals, providing technical advice and creative Insurance and Financial Planning concepts. He has been the featured speaker for various corporations, seminars and business associations.
Brent's mission is to assist his clients with the formulation of their goals, help them better understand potential obstacles and risk while providing a strong education and ultimately creating a plan to accomplish their goals.
Brent's clients greatly appreciate his dedication to service, detailed analysis and his ability to provide a strong education and understanding of concepts. Brent's corporate clients enjoy maximizing their Employee Benefits plans while minimizing cost and creating programs to attract and retain key employees. He also provides a strong focus on understanding and managing compliance related issues and promoting employee appreciation.
Brent utilizes an extensive network of resources and technology to provide for both traditional planning needs as well as complex and creative concepts for high net worth individuals.
Brent lives in Encino, California with his wife and two sons. He has been very active in his community as a coach for various sports and a volunteer for numerous causes. Brent serves on the Board of Directors for the Boys and Girls Club of the West Valley. He enjoys spending time with his family, playing hockey, racquetball and the occasional round of golf.
California Insurance License # 0B12473