Jake Guttman With Rosevest Financial and Joel Coen with TruNorth Advisors
Rosevest Financial provides exquisite, fiduciary first financial advisory services 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.
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 wife, Melanie, currently reside in Phoenix, Arizona. When he isn’t working, you’ll find Jake working with the Men’s Arts Council of the Phoenix Art Museum, at a car show, or with his two dogs Finn and Bubba. Jake is an avid traveler, dog lover, watch nerd, and sports car enthusiast.
Follow Rosevest Financial on LinkedIn, Facebook and Instagram.
Located in Arizona and New York, TruNorth Advisors supports customers on and between coasts. We believe in allowing data to drive decisions that lead our clients to higher ROI’s and ultimately, higher revenues.
Whether you’re a start-up trying to establish your messaging and brand, or an established brand trying to grow, we’ll help you thrive. We bring extensive experience and professionalism to every partnership and customize our support to your individual needs and concerns.
In his current role as Managing Partner of TruNorth Advisors, Joel Coen delivers what is most important to their clients through innovative reporting, sales automation and complete consumer lifecycle management. His areas of expertise include web development, e-commerce, all major digital marketing and social platforms, reputation management, search engine marketing and competitive analysis.
Over Joel’s career, he has been honored with several national awards for his unique approach to conversion based marketing strategies. TruNorth clients have realized substantial marketing returns on investment through proprietary marketing automation and digital strategies that propel their business.
In addition to all areas of marketing strategy and development, Joel is passionate about helping business owners and major communities flourish through the development of partnerships with local nonprofits and community-based programs that help promote the mission of ethical businesses.
Connect with Joel on LinkedIn and follow TruNorth Advisors on Facebook.
