Root Financial Partners Employee Directory

Root Financial Partners corporate office is located in 125 S Highway 101 Ste 101, Solana Beach, California, 92075, United States and has 1-10 employees.

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Key Employees of Root Financial Partners

Alexandra Stic...
Chief Operating Officer & Chief Compliance Officer
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Root Financial Partners Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Root Financial Partners

Hundreds of professionals searching for Root Financial Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

Zv
Zana van Rooyen
Email Direct
Development Associate Advisor & Manager
United States , California , Solana Beach

Alexandra Stickelman
Email Direct
Chief Operating Officer & Chief Compliance Officer
United States , California , Solana Beach

NH
Nicholas Hassig
Email Direct
Lead Financial Advisor
United States , California , Solana Beach

AT
Ari Taublieb
Email Direct
Chief Growth Officer
United States , California , Solana Beach

DD
Daniel Degheri
Email Direct
Director, Operations
United States , California , Solana Beach

DH
Derek Hagen
Email Direct
Lead Financial Advisor
United States , California , Solana Beach

BP
Brooks Palmer
Email Direct
Investments Head
United States , California , Solana Beach

JS
Jordann-Alexandria Schoonover
Email Direct
Manager, Human Resources
United States , California , Solana Beach

JL
Jj Lester
Email Direct
Lead Advisor
United States , California , Solana Beach

BA
Benjamin Ahmetagic
Email Direct
Lead Financial Advisor
United States , California , Solana Beach

NR
Naomi Roy
Email Direct
Lead Financial Advisor
United States , California , Solana Beach

JC
James Conole
Email Direct
Founder
United States , California , Solana Beach

CR
Christopher Riboli
Email Direct
Senior Financial Advisor
United States , California , Solana Beach

JM
Jordan McConnell
Email Direct
Senior Financial Advisor
United States , California , Solana Beach

CB
Chris Brown
Email Direct
Senior Financial Advisor
United States , California , Solana Beach

JK
Jeffrey Kane
Email Direct
Head of Advisor Coaching and Lead Advisor
United States , California , Solana Beach

BR
Brennen Ramos
Email Direct
Lead Financial Advisor
United States , California , Solana Beach

MS
Madison Sauer
Email Direct
Financial Associate & Advisor
United States , California , Solana Beach

DT
Dylan Thorwaldson
Email Direct
Manager, Talent Acquisition
United States , California , Solana Beach

RM
Roch Monnig
Email Direct
Manager, Operations
United States , California , Solana Beach

NM
Nickolas Minard
Email Direct
Operations Senior Manager, Client Service
United States , California , Solana Beach

SD
Shannon Drichta
Email Direct
Onboarding Specialist & Event Planner
United States , California , Solana Beach

Former Employees at Root Financial Partners

Explore people who held key positions, contributed to Root Financial Partners's success, and advanced their careers.

BB
Brian Brush
Wealth Advisor at Focus Partners
Worked as Lead Financial Advisor
at Root Financial Partners (2024-2025)
Email Direct
KA
Kerri Allen
CFP, EA, Senior Client... at TFC Financial Manageme...
Worked as Lead Advisor
at Root Financial Partners
Email Direct
CG
Chelsea Gonzales
Financial Planner & Re... at Mills Wealth Advisors
Worked as Lead Financial Advisor
at Root Financial Partners
Email Direct

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Frequently Asked Questions Regarding Root Financial Partners Employees

How many employees does Root Financial Partners have?

Root Financial Partners has 1-10 employees

Who are Root Financial Partners key employees?

Some of Root Financial Partners key employees are Alexandra Stickelman

Where is Root Financial Partners located?

Root Financial Partners’s headquarters are located at 125 S Highway 101 Ste 101, Solana Beach, California, 92075, United States

How do I contact Root Financial Partners?

Root Financial Partners Contact Info: Phone number: (760) 452-0720 Website: www.rootfinancialpartners.com

What does Root Financial Partners do?

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

Is Root Financial Partners a public company?

Root Financial Partners is private company therefore does not currently have an official ticker symbol

See more information about Root Financial Partners Employees