Root Financial Partners
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
125 S Hwy 101 Ste 101, Solana Beach, Cal...Phone Number
(760) 452-0720Revenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
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ZI Rank
2
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1
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2
About Root Financial Partners
Root Financial is an independent, fee-only financial advisory firm specializing in retirement planning. They provide personalized financial advice and services, including investment management, tax planning, and estate planning, primarily for clients with portfolios of at least $1 million. The firm emphasizes a human-first approach, ensuring clients feel confident and informed about their financial futures. Root Financial operates remotely across the United States, focusing on delivering tailored financial strategies that align with each client's unique needs.Explore more
Root Financial Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Root Financial Partners
<$5M
1-10
Private
-
2017
AS
Alexandra StickelmanChief Operating Officer & Chief Compliance Officer
Company Profile Activity
Activity Insights
Root Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Root Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Root Financial Partners.
Root Financial Partners Tech Stack
A closer look at the technologies used by Root Financial Partners
Most Recent Scoops
Event
Person-Based
Ari Taublieb, Financial Advisor, appeared on a podcast called "Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)" on 10/23/2025. Topics discussed include Retirement Planning, Investment Returns, Portfolio Strategy.
Events, Podcast
Event
Person-Based
Ari Taublieb, Financial Advisor, appeared on a podcast called "Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)" on 10/20/2025. Topics discussed include Healthcare Costs, Retirement Planning, Tax Strategy.
Events, Podcast
Event
Person-Based
Ari Taublieb, Chief Growth Officer, appeared on a podcast called "Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)" on 10/13/2025. Topics discussed include 401(k) Withdrawals, Retirement Planning, Tax Strategies.
Events, Podcast
Event
Person-Based
Ari Taublieb, Chief Growth Officer, appeared on a podcast called "Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)" on 10/06/2025. Topics discussed include Roth conversions, retirement planning, tax optimization.
Events, Podcast
Event
Person-Based
Events, Podcast
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Frequently Asked Questions Regarding Root Financial Partners
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Root Financial is an independent, fee-only financial advisory firm specializing in retirement planning. They provide personalized financial advice and services, including investment management, tax planning, and estate planning, primarily for clients with portfolios of at least $1 million. The firm emphasizes a human-first approach, ensuring client... Read More
