Jake Guttman

Phoenix, AZ

Verified Identity

Founder & CEO, Wealth Advisor at

Rosevest Financial

Years of Experience

8 years

Member Since

2023

Allow Me to Introduce Myself

Jake 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 grandm...

Clientele

Business Owners

Entrepreneurs

High Net Worth Individuals

Inheritors

Services Provided

Tax Planning

Financial Planning

Retirement Planning

Insurance

Specialties and Expertise

Succession Planning

High Net Worth Planning

Retirement Income

Tax Minimization Inv...

Cash Flow Analysis

Philanthropic Planning and Giving

Business Ownership Strategies

Credentials and Designations

FSCP®

Financial Services Certified Professional®

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Series 65

Series 65 - Uniform Investment Adviser Law Exam

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Pricing Models

AUM

Previous Work Experience

Guttman Financial Group

Founder & CEO, Wealth Advisor

2015 - 2019

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

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.

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