Larissa Gutterman

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Larissa Gutterman

Client Relations Associate

I joined the Waterworth Wealth Advisors team in 2024. As a Client Relations Associate, I strive for a common denominator of excellence in all that I do. Whether working directly with clients to service their needs or assisting our advisors, my goal is the same. This dedication fuels my enthusiasm to effectively serve others and make a meaningful impact on their financial journeys.

I’ve had the privilege of learning from mentors who emphasize the importance of building strong client relationships. Their guidance taught me the value of empathy, active listening, and understanding each client’s unique needs. This has reinforced my commitment to delivering exceptional, personalized service and continually improving how we serve our clients to ensure their long-term success.

Before my current role, I gained valuable experience in various financial services settings. I spent three years working with active trader clients, where I deepened my understanding of stocks, ETFs, complex derivatives, and technical market indicators. I blend this technical expertise with strong interpersonal skills honed during my time at a previous advisory firm, allowing me to effectively support and engage with clients.

I am passionate about utilizing my skills and strengths to serve our clients with the highest level of dedication and excellence. My focus is on ensuring their needs are met, delivering personalized solutions that truly benefit them. I believe every client interaction is an opportunity to deepen relationships, ensuring clients feel heard and fully supported.

  larissa@waterworthwa.com

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