Thrivent Financial

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400 S El Camino Real
San Mateo, CA 94402
+1 (650) 401-8064
http://www.thrivent.com

The Root Financial Group, based in San Mateo, CA, is a team of dedicated Financial Advisors committed to providing quality strategies customized to their clients' needs. With a focus on long-term relationships and quality client service, they offer knowledgeable perspective, good judgment, and broad experience to help clients meet their financial challenges and seize opportunities.

Led by Scott Root, a Senior Vice President with over 35 years of experience, the team emphasizes asset allocation, total portfolio management, and retirement income planning. Steven Cox, a Vice President and Certified Financial Planner, brings expertise in financial planning and a commitment to helping clients prepare, monitor, and review their financial plans. Supported by Lisa Rose, a seasoned team administrator, The Root Financial Group is dedicated to helping clients organize their finances and achieve their short-term needs and long-term goals.

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