| Name | Title | Contact Details |
|---|---|---|
Jeffrey Curry |
Executive Vice President and Chief Risk Officer | Profile |
Jay Namputhiripad |
Chief Risk Officer | Profile |
Scott Bernstein |
Compliance Officer | Profile |
Alice Dickerson |
VP Compliance Manager | Profile |
Paul Saltzman |
Chief Legal Officer | Profile |
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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.
Somos un banco valiente originario de Chihuahua. Cuestionamos el sistema bancario tradicional para que nuestros clientes dispongan de su dinero sin comisiones ni letras chiquitas. Evitamos las fricciones con nuestro ecosistema transparente, simple y digital. Somos un banco valiente porque nos animamos a hacer lo que otros bancos no hacen: dar herramientas reales a las personas y empresas para cuidar sus finanzas.