Shad Roundy

Independent Financial Advisor @Seascape Wealth Management

San Francisco, CA, US
MOBILE NUMBERS
+18•••••••29

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WORK HISTORY

Sep 2024 — Present

Independent Financial Advisor @Seascape Wealth Management

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San Francsico Bay, CA, US

Owner and Financial AdvisorFinancial Licenses - Finra Series 7, Series 66 and SEC registration Insurance Licenses - Life, Variable Life, Variable Annuities, Accident and Health Insurance - License #0L12773*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

ABOUT SHAD ROUNDY

I have been a Financial Advisor since 2013. I began in Honolulu, then managed the Edward…

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