Shad Roundy - Financial Advisor
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Shad Roundy has been advising clients for over 25 years, including the past 11 as a Financial Advisor. www.SeascapeWealth.com
He has helped hundreds of people with financial planning and retirement and he is a Chartered Retirement Planning Counselor™. Providing personalized, one on one investment management and financial planning.
02/25/2025
I am now using an awesome new financial planning program called Asset-Map. You can watch a 1-minute video about how it works on Youtube. Check it out:
Seascape Wealth Management Asset-Map Planning Program
01/27/2025
Want a free second opinion on your financial/retirement plan? You can now schedule a call or Zoom meeting directly on my calendar. Just pick the day and time that works best for you:
Shad Roundy - Financial Advisor Welcome to my scheduling page for Seascape Wealth Management. Please follow the instructions to add an event to my calendar.
11/24/2024
Check out my updated website: www.SeascapeWealth.com
10/24/2024
I'm happy to officially announce that I have started my own practice. I'm still in Tracy, CA (San Francisco/ Bay area), but with Zoom I can work with anyone in the country. If you know someone who needs a trustworthy financial advisor, please send them to www.SeascapeWealth.com
07/28/2022
Great insights on current Financial Markets:
Midyear Outlook 2022: Turning volatility into opportunity Midyear Outlook 2022: Turning volatility into opportunity
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Tracy, CA
95377
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