Jason Gustaf Rounick,  CFP<sup>&reg;</sup> - Financial Advisor

Jason Gustaf Rounick, CFP®

Principal / Financial Advisor

Westlight Wealth

1365 Preston Way
Venice, CA 90291-2945
FINANCIAL ADVISOR'S WEBSITE
(310) 917-1061

General

Jason Rounick is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Westlight Wealth in Venice, CA and the surrounding communities.

Financial Advisor Overview

Fee-only, fiduciary financial planning and investment management for Los Angeles professionals and executives with equity compensation: RSUs, stock options and AMT, QSBS, concentrated stock, and the year a company goes public. Solo practice of Gustaf Rounick, CFP®, ChFC®. Venice and Santa Monica, California. $400,000 household minimum. westlightwealth.com

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Stocks & Bonds, Life Planning, Sudden Wealth

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Helpful Financial Planning Resources