Guterman Organization is a premiere financial advisory firm: we serve trustees, fiduciaries, entrepreneurs, corporate executives, firms, and boards. Clients include software, healthcare, biotech, financial (banking, investment management, hedge fund, private equity, investment banking), real estate, engineering, importing, energy, food/wine/liquor, retail and paper industries.

Guterman Organization is family-owned and operated in Malibu and Beverly Hills, California. For four generations, our family has advised and counseled firms and private clients in finance, law, and real estate. We have 38 years of insurance, financial advisory, finance and real estate experience. Since our practice began, we’ve treated every client with dignity and care.

Your Advocate in the Insurance Market™

Guterman Organization
Malibu, California
DGuterman@alum.mit.edu

David A. Guterman
Certified Financial Planner®
Trust and Estate Practitioner®

41 years experience in financial advisory, real estate and finance
Real Estate Broker, California License #01731799
Insurance Broker, California License  #0C48115

MBA, Applied math and finance, 1993, Columbia Business School

SB, Management (Finance), 1987, Massachusetts Institute of Technology/Sloan School of Management

Financial Consultant, Bank of the West, Los Angeles

Vice President, Regional Manager, California Private Banking, Bank Leumi USA, Beverly Hills

Senior Financial Planner, New England FInancial, Strategic Financial Partners
Woodland Hills, CA and Waltham, MA

Financial Advisor, Berkshire Financial Group and Morgan Stanley, Boston