Shad Roundy - Financial Advisor

Shad Roundy - Financial Advisor 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.

I am now using an awesome new financial planning program called Asset-Map. You can watch a 1-minute video about how it w...
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:

Asset-Map Planning Program

Want a free second opinion on your financial/retirement plan? You can now schedule a call or Zoom meeting directly on my...
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:

Welcome to my scheduling page for Seascape Wealth Management. Please follow the instructions to add an event to my calendar.

I'm happy to officially announce that I have started my own practice. I'm still in Tracy, CA (San Francisco/ Bay area), ...
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

Great insights on current Financial Markets:
07/28/2022

Great insights on current Financial Markets:

Midyear Outlook 2022: Turning volatility into opportunity

Interesting bit of trivia about some excellent Financial Planners- well, they planned a lot of things, but economics too...
07/04/2022

Interesting bit of trivia about some excellent Financial Planners- well, they planned a lot of things, but economics too. 😉

Most do not know that three of the five Founding Father Presidents died on July 4th, Independence Day. John Adams and Thomas Jefferson died on July 4, 1826, the 50th Anniversary of the Declaration of Independence. James Monroe died five years later, July 4, 1831.

©2019-2022 Clifford Olsen/250YearsofLiberty

I usually work from home and it's been fun to watch these robins make their nest and grow their family. 😁
06/15/2022

I usually work from home and it's been fun to watch these robins make their nest and grow their family. 😁

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Tracy, CA
95377

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