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Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
Optifino is a stealth fintech backed by some of Silicon Valleys best VCs. Marrying expertise in the financial, technology and life insurance industries. Our mission is to transform and demystify life insurance by systematically optimizing transparency, protection, tax management, and liquidity. By applying proprietary technology we have created a revolutionary solution designed to bridge the gap between life insurance and investing to deliver value at every interaction.
South Jersey Federal Credit UN is a Woodbury, NJ-based company in the Financial Services sector.
Simplicity Bancorp is a Covina, CA-based company in the Financial Services sector.
North Star Bank is a Saint Paul, MN-based company in the Financial Services sector.