Work at Root Financial.

Root Financial Partners is a fee-only registered investment advisory firm founded by James Conole that provides financial planning, retirement planning, investment management, and related wealth-management services. The firm is based in Encinitas, California, and...

Financial Services

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Founded 2017

Type Private

Team size 11–50

Headquarters Encinitas

Website rootfinancial.com

Open roles at Root Financial

1 open roles

Social Media Manager, Founder Brand Encinitas · Encinitas $75,000–$90,000 / year 27 days ago

About Root Financial

Root Financial Partners is a fee-only registered investment advisory firm founded by James Conole that provides financial planning, retirement planning, investment management, and related wealth-management services. The firm is based in Encinitas, California, and serves clients through fiduciary advice supported by educational content across platforms such as YouTube.

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