Jake Guttman, FSCP®
Founder & CEO, Wealth Advisor
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Rosevest Financial
Jake Guttman, FSCP®
Phoenix, AZ
Serving Clients Nationwide
Founder & CEO, Wealth Advisor
Areas of Focus
- Estate Planning
- Family and Money
- Financial Life Planning
- Insurance
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Jake Guttman named Rosevest Financial in honor of his grandmother Rose, who lived a life of compassion and understanding. He strives to treat each client like a member of his family by providing advice that focuses on what’s best for the client. Jake’s role as our CEO and Wealth Advisor is led by his grandmother’s assertion to serve others before you serve yourself.A graduate of the University of Arizona, Jake has a bachelor’s degree in economics and psychology. He’s also an accredited Financial Services Certified Professional (FSCP®). He has the distinct ability to simplify advanced concepts for clients and has appeared in national news media including The ListTV, Yahoo! News, Advisors Magazine, Business RadioX, as well as numerous local news stations.
Outside of the office, Jake enjoys time at his gym, reading a book, watching movies, and traveling. He’s an avid sports car and watch enthusiast and can often be found wandering around the Porsche dealership or trying on overly complex, handmade watches in each city he goes to. But most important to him is spending time with his wife, Melanie, his son, Calum, and his dogs Bubba & Finn.
Professional Designations
- Financial Services Certified Professional (FSCP)
Primary Location
7220 North 16th Street Suite C Phoenix, AZ 85020
Video
https://youtu.be/OtDTrZuEJ4kMeeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute call with our Advisor Match team to share more about yourself, then we'll help you find the financial advisor that best suits your needs and goals.Offers Investment Management
Yes
About our Firm
At Rosevest Financial, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.✅ Financial Planning: Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
✅ Investment Management: Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
✅ Retirement Planning: We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
✅ Tax Planning: Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
✅ Estate Planning: Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Education
University of Arizona, Bachelors, Economics & Psychology
Badges
Hobbies and Interests
- Cars
- Family
- Movies
- Reading
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Corporate Executives
- Divorce
- Healthcare Professionals
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Technology Professionals
- Widow
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, and potentially their profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.