Karmi Gutman, CAIA®, CFP®, ChFC®

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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 is committed to connecting with members and helping them make their goals a reality.

Karmi spends his free time making lasting memories with his large extended family, loving wife and young son.

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