Jason Gustaf Rounick

Principal / Financial Advisor

CFP®, ChFC®

Westlight Wealth100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401

Languages: English

My Approach

I work with professionals, executives and families across Los Angeles: equity compensation and concentrated stock, a retirement now inside ten years, and money that has arrived all at once through a sale, an inheritance or a payout.

The Clients I Serve

Business Owners, Executives, High Earning First Generation, Pre-Retiree

Major Milestones I Specialize In

Compensation Changes, Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Westlight Wealth is my solo practice, so the person you meet on the first call is the person who writes your plan and manages your portfolio. There is no service team and no handoff. The first conversation is a complimentary 15 minutes. You describe your situation, I ask a few questions, and I say plainly whether the practice is a fit. If it is not, I point you to someone better suited. From there, planning and investment management run as one ongoing engagement. We agree what the money is for, I write the plan around that, and the portfolio is built from models I maintain myself, to an Investment Policy Statement written for you. The plan is reviewed with you every year, and the decisions that carry deadlines, a vest date, an exercise window, a Roth conversion, the sale of a business, are scheduled in advance rather than handled the week they arrive. Tax returns stay with your CPA and legal work with your attorney. I work alongside both.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.