Specialty:
“2026 Highlights: Aptus Financial provides flat-fee, advice-only, unbiased financial planning that addresses your unique needs and goals. They help you self-manage your investments, simply and effectively. They reduce financial stress in the workplace and help your employees reach their retirement goals. Sarah Catherine Gutierrez is the founder, partner and CEO of Aptus Financial. She is a Certified Financial Planner®, Certified Retirement Planning Specialist® and Investment Advisor Representative. Aptus Financial collaborates closely outside of meetings, so you benefit from the team's collective expertise and wisdom. Their goal is to educate you and demystify financial planning and investing.”




