Root Financial Partners
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
125 S Highway 101 Ste 101, Solana Beach,...Phone Number
(760) 452-0720Revenue
<$5 MillionIndustry
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
Alexandra StickelmanChief Operating Officer & Chief Compliance Officer
Root Financial Partners Tech Stack
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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
