Located in Chandler, Arizona, Steve Welker, CPA is known for providing no-nonsense, straightforward accounting services to Arizona residents. With over 20 years of experience, Steve specializes in helping individuals and businesses with basic tax filing and financial management needs, without the complexity of more elaborate services. If you’re looking for a reliable, local CPA with a “brick-and-mortar,” old-school approach, Steve is your go-to professional.
Meet Jake Guttman
Inspired by the resilience, compassion, and commitment to security modeled by his grandmother Rose—a Holocaust survivor—Jake founded Rosevest Financial to deliver deeply personal, client-first financial guidance. Serving as Founder, CEO, and Senior Wealth Strategist, he operates as a dedicated fiduciary specializing in business transition planning (CEPA®), advanced tax strategies, and wealth preservation for business owners and high-net-worth families. Combining a background in economics and psychology from the University of Arizona with an FSCP® credential, Jake collaborates closely with CPAs and estate attorneys to translate complex financial concepts into clear, actionable solutions—a disciplined, human-centered approach that has earned him features across Yahoo! News, The ListTV, Advisors Magazine, and Business RadioX.
FINANCIAL SERVICES
ESTATE PLANNING
Helping business owners and high-net-worth families mitigate taxes, preserve generational wealth, and seamlessly facilitate the creation of essential estate documents.
FINANCIAL PLANNING
Provides comprehensive, client-centric financial planning services designed to act as a personal chief financial officer for individuals, families, and business owners.
INVESTMENT MANAGEMENT
Offers customized investment management services that align tailored portfolio strategies with each client's unique risk tolerance, time horizon, and long-term objectives.
RETIREMENT PLANNING
Their proactive approach focuses on "patching leaks" in retirement income by managing tax efficiencies, optimizing Social Security and spousal benefits, and aligning downside protection with the client's specific risk tolerance.
TAX PLANNING
Proactive tax planning services designed to strategically minimize tax liabilities and maximize after-tax wealth for individuals, families, and business owners.
Exit Planning for Business Owners
Specialized exit planning services designed to help business owners strategically navigate the complexities of selling, transferring, or stepping away from their company.