Jake Guttman

Jake named Rosevest Financial in honor of his grandmother Rose, a Holocaust survivor who embodied resilience, compassion, and unwavering strength. Her experiences shaped her belief in the importance of security, thoughtful planning, and taking care of others—principles that continue to inspire Jake’s work today. He built his firm on the foundation of putting clients first, helping ensure that their financial well-being is protected with the same level of care and dedication his grandmother showed to those around her.

As Founder, CEO and Wealth Advisor, Jake serves clients in a fiduciary capacity, ensuring that every recommendation is made with their best interests in mind. He specializes in working with business owners, high-net-worth individuals, and families navigating complex financial decisions. A Certified Exit Planning Advisor (CEPA) ®, he helps entrepreneurs strategically plan for business transitions, mitigate taxes, and optimize wealth preservation. His experience extends to advanced tax and estate planning, collaborating with CPAs, attorneys, and other professionals to develop sophisticated solutions for clients with intricate financial needs.

A graduate of the University of Arizona, Jake holds a bachelor’s degree in economics and psychology. He is also an accredited Financial Services Certified Professional (FSCP®). His ability to distill complex financial concepts into clear, actionable strategies has led to features in national media, including The ListTV, Yahoo! News, Advisors Magazine, and Business RadioX, along with multiple local news appearances.

Outside the office, Jake enjoys strength training, reading, traveling, and indulging his passion for sports cars and horology. Whether exploring Porsche dealerships or admiring handcrafted timepieces, he appreciates the art of precision and design. Most of all, he values time spent with his wife, Melanie, their son, Calum, and their dogs, Bubba and Finn.