Peter Gutekunst


Financial Planner

PETER.GUTEKUNST@RAYMONDJAMES.COM

 

Peter J. Gutekunst, CFP® has been educating and helping clients implement sound financial strategies since 1994. He specializes in working with individuals and families who wish to manage their financial resources to sustain an enjoyable lifestyle before and throughout retirement. With a thorough background and knowledge in retirement account regulations, Social Security claiming strategies, as well as longevity planning, Gutekunst educates and assists in the accumulation and income distribution phases of retirement assets, while building strategies to protect and pass on a legacy.

Following a process Gutekunst designed called My Financial Bridge™, he focuses on evaluating and monitoring the “whole financial picture.” Clients are assisted in clearly identifying goals and then implementing a well-defined plan. He helps execute a course of action designed to keep those near and in retirement on a path of making well-informed decisions while avoiding costly emotional mistakes.

Peter contributes monthly to the Age Has No Season section in the full group of Montgomery Newspapers such as the Ambler Gazette and writes the blog at My Financial Bridge™.

Gutekunst is a combat decorated Marine Corps veteran of Operation Desert Storm and continues his support of military service and veteran affairs through numerous Philadelphia Area events. Peter also serves as chair for the Advancement Committee of Liberty Lutheran Services and has volunteered at Liberty affiliate Artman Lutheran Home over the past four decades.

Peter, his wife Cherie, and three children Ally, Zach and Jake, reside in Maple Glen and are actively involved in the Horsham Township Community.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.