Root Financial Partners

125 S Highway 101
Solana Beach, CA 92075

Root Financial Partners is an independent registered investment advisor based in Solana Beach, CA, offering empathetic financial advice tailored to each client's unique situation. With a focus on human-first financial planning, they provide comprehensive services including retirement planning, investment management, tax planning, estate planning, and insurance review.

Their team of knowledgeable advisors works with individuals nationwide, guiding them through a transparent fee structure based on a percentage of managed investments. Root Financial Partners aims to help clients maximize their return on life by taking the complexity out of financial planning and empowering them to feel confident and excited about their financial future.

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