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Financial Insights
Wealth Management and Planning Insights


ESG Integration Framework for California Portfolios: A Step-by-Step Guide
California investors face new climate-disclosure rules and market pressure to consider environmental, social, and governance risks. This guide walks step by step through building an ESG integration framework that meets the state’s regulations while staying focused on long-term returns
Gustaf Rounick, CFP®, ChFC®
Aug 7


Beyond Carbon: Measuring Water & Wildfire Risk in Southern California and Los Angeles Area Investments
Carbon isn’t the only climate metric that matters. Southern California investors must now price in shrinking water supplies and rising wildfire losses. Westlight Wealth explains the latest data tools, Los Angeles hot spots, and practical steps to protect real-estate, muni-bond, and operating-company holdings.
Gustaf Rounick, CFP®, ChFC®
Jul 15
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