Jake Guttman, FSCP®
Founder & CEO, Wealth Advisor
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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
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