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

Address

Tracy, CA
95377

Website

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