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

CFP® professional delivering fee-only, fiduciary wealth planning and evidence-based investing for entrepreneurs and families. Get clarity on goals, taxes, and retirement. Learn more at https://westlightwealth.com

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources