Jacob “Jake” Guttman is the president of Rosevest Financial and acts as a personal chief financial officer by providing comprehensive and intentional financial solutions. Rosevest Financial is a client-centric wealth management practice in Phoenix, Arizona, fueled by creating strategic, long-term financial planning and providing peace of mind along the way
Jake earned his bachelor of science in Economics and Psychology from the University of Arizona and is an accredited Financial Services Certified Professional (FSCP®). He and his partner, Melanie, currently reside in Phoenix, Arizona. When he isn’t working, you’ll find Jake at a car show, on a mountain, or with his two dogs Finn and Bubba. Jake is an avid traveler, dog lover, and sports car enthusiast.
Rosevest Financial provides exquisite, fiduciary first financial advisement with an emphasis on listening to your personal needs. We offer intentional solutions for individuals and families who value the professional management of their wealth and assets. Our approach provides an experience that will allow your shoulders to drop with peace, and the capacity to spend your time with the people and things you love most.
Evon Cutts is the Client Relationship Manager of Rosevest Financial. She joined our team with an extensive financial services background. Before joining Rosevest Financial, Evon served as both Vice President and Relationship Manager for Pacific Premier Bank in California. Her passion for giving back to the community led her to serve on the Board of Directors for United Way of the Inland Valleys and as President of the Riverside Sunrise Rotary Club. Evon and her husband, Dennis, relocated back to Arizona to be closer to family and currently reside in Scottsdale, Arizona. She enjoys reading and many outdoor activities.
Chris Partap was born on the twin island of Trinidad and Tobago, where he studied Aviation and Tourism Management. He worked for American Airlines for 11 years, working in the accounting department, where he constructed refunds for central and North America. In 2013, Chris moved to New York and worked for Key Bank as a Personal Banker. He recently moved to Phoenix in July of this year. He also has an Associate Degree in Baking and Pastry Arts and loves baking and creating new treats. His passion for charity work and helping others is evident in his compassion and kindness to all. He enjoys working out and spending time at the gym.
Some people are solely shaped by the world around them, others shape their world. Rose Guttman was the latter, and who we strive to be.
Rose Guttman had a certain way with people. Whether you had OCD, hated someone in your personal space, or loved each person who came by, Rosie always figured out the right way to connect. In her presence, you became the most loved and cared for person in the world. At that moment, you felt safe.
The world didn’t shape Rose into this person, her personal resolve did. Rose was born in a small town in Romania, where she and her family lived a simple life until the rise of Hitler. At the impressionable age of twelve, her life’s journey was dramatically altered. She was imprisoned in Auschwitz – family members were killed, lives destroyed, generations wiped out. Rather than allowing this experience to destroy her, Rose chose to nurture her own spirit and those of the people around her. She fiercely resolved to live intentionally, abundantly, generously, and with gratitude.
Rose’s stories were horrific, but they awakened something in all who know them and encouraged us to look inward. Anyone who had the privilege to spend time with Rose knew just how powerful she was, and still is.
When Jake entered the business, he knew he would help others, but never knew to what extent. Today, Rosevest successfully coordinates the finances of more than 270 individuals, families, and business owners throughout the country. Through the execution of strategic financial plans, we empower our clients to live like Rose, fiercely and intentionally. Our vision, our firm, our lives, and our ambitions radiate with the memory of Rose Guttman.