Kurt Gutman

Financial Consultant at Compass Financial Advisors

Kurt Gutman, CPFA®, has over twenty years of experience in financial consulting, currently serving as a Financial Consultant at Compass Financial Advisors since June 2009, where comprehensive financial planning services are offered, focusing on education, retirement, business succession, and trust and estate planning. Prior to this role, Kurt was a Financial Consultant at Hilliard Lyons from January 2000 to January 2009, specializing in portfolio evaluation and asset allocation strategies while establishing financial plans with clients through annual reviews. Kurt also worked as a Sales Representative at Waterfield Insurance from January 1998 to January 2000, where employee benefit sales in Northeastern Indiana were increased and a cross-selling program was initiated. Kurt Gutman holds a Bachelor's degree from Indiana University Bloomington, earned between 1988 and 1992, and graduated from Concordia Lutheran High School and Culver Academies.

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