Frank Gutta, CPA, PFS

President at Frank Gutta CPA

Davie, Florida

Quick Answer

Frank Gutta, CPA, PFS, President, is a licensed independent financial professional at Frank Gutta CPA in Davie, Florida with 30+ years of experience. Specializing in Tax Planning, Retirement Planning, Fixed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Frank Gutta, CPA, PFS in Davie, Florida

Phone: 954-824-0500 / 954-629-7242

Email: [email protected]

Website: https://yoursaferetirementroadmap.com/

Areas of Expertise in Davie, Florida

Tax PlanningRetirement PlanningFixed AnnuitiesIndexed AnnuitiesRetirement Income Planning

About Frank Gutta, CPA, PFS — Davie, Florida

Licensed Independent Financial Professional · 30+ Years Experience · SafeMoney Certified™

Over 30 Years of CPA Excellence Frank Gutta, CPA, PFS, has been a practicing CPA for more than 30 years, working with a national CPA firm before starting his own practice in 1985. Frank specializes in Tax and Retirement Planning, and he is passionate—and experienced—in helping seniors and boomers retire in a safe and secure way by minimizing market risk and protecting retirement savings. Four Bucket Planning Approach The biggest fear that many people in or near retirement face is the fear of outliving their money. As a firm believer in a four bucket planning approach, Frank ensures that each of his clients is diversified, protected, and has all their financial needs covered. Protecting Your Life Savings Frank regularly works with clients to protect life savings from stock market losses and to create income streams that can not be outlived. He is the author of Safe Retirement Roadmap, as well as Must-Know Tax Tips for Small Business. Partnership with NFL Hall of Famer Fran Tarkenton...

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Frequently Asked Questions About Frank Gutta, CPA, PFS & Financial Advisors in Davie, Florida

What services does Frank Gutta, CPA, PFS offer?

Frank Gutta, CPA, PFS at Frank Gutta CPA offers Tax Planning, Retirement Planning, Fixed Annuities in Davie, Florida. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Frank Gutta, CPA, PFS SafeMoney Certified?

Yes, Frank Gutta, CPA, PFS is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.