Jason Guttenberg

Jason R. Guttenberg is a Senior Vice President–Investments with nearly four decades of experience in the financial services industry. He is dedicated to helping clients thoughtfully manage and optimize their financial lives through highly personalized guidance, disciplined planning, and a long-term perspective. Jason values building enduring client relationships grounded in trust, transparency, and a deep understanding of individual goals. His approach emphasizes clarity and confidence, helping enable clients to navigate financial complexity while aligning investment strategies with their broader life objectives.

With more than 35 years of experience advising clients on investments, Jason brings seasoned insight and perspective to a wide range of financial situations. He has spent 11 years at Wells Fargo Advisors and previously held positions at Merrill Lynch, Morgan Stanley, and UBS. Jason earned a Bachelor of Arts in Political Science from the University of Vermont, a foundation that supports his analytical mindset and holistic approach to investment planning.

Jason works closely with individuals and families in the accumulation phase of their lives, with a particular focus on comprehensive planning for retirement. His planning philosophy centers on helping clients maintain financial security and avoid exhausting their assets over their lifetime.



Outside of his professional practice, Jason enjoys skiing, golf, pickleball, and traveling. He is active in local recovery programs and values time with his wife, two adult children, and their cat and dog.

 CA Insurance License: 0B93423 | Resident State: NV 3