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.
Our Rosevest Team is a meticulously assembled group of highly trained professionals. Carefully vetted through an intensive recruiting process, and constantly striving for excellence, our team members are the backbone of our operations.
Joy joined Rosevest Financial in 2019 with a background in marketing, communications, public relations, and political advocacy. With extensive industry experience in campaign finance, credit unions and higher education, Joy leads in front office communications and client relationship development, from client satisfaction to retention and more. Joy holds a bachelor’s degree in American public policy and business administration from Arizona State University. To advance her education, she earned a master’s degree in public administration with an emphasis in government and policy studies from Grand Canyon University. Joy lives in Phoenix with her partner, Christopher and their pug. In her spare time, she enjoys traveling to new places, gardening, cooking, craft cocktails, live music, hiking, skiing, and playing darts.
Jennifer joined the Rosevest Financial team in 2021. In addition to bringing twelve years of experience in accounting, banking, and financial services, she also holds a bachelor of science in Mathematics from Northern Arizona University. As Director of Client Care, she assists with every aspect of your relationship with us utilizing a client first approach to provide an unsurpassed client service experience. Jennifer collaborates with our staff, clients, and vendors to ensure the smooth operation of our day-to-day business processes. In her free time, she enjoys spending time with family and friends, hiking, and reading.